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Diversify Advisory Services, LLC: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on AON, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 7,288 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,288 shares
    Change vs previous 13F +1,852 shares

    0.02% of the 13F portfolio, value $2,676,002.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,644 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,644 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,436 shares
    Change vs previous 13F +1,173 shares

    0.03% of the 13F portfolio, value $1,752,920.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 807 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,629 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,263 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $1,467,167.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,399 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,864 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,742 shares
    Change vs previous 13F -838 shares

    0.03% of the 13F portfolio, value $1,611,652.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,629 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,113 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,580 shares
    Change vs previous 13F +399 shares

    0.05% of the 13F portfolio, value $2,030,050.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,734 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,846 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,181 shares
    Change vs previous 13F +3,334 shares

    0.06% of the 13F portfolio, value $1,812,979.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,151 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,030 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,847 shares
    Change vs previous 13F +927 shares

    0.02% of the 13F portfolio, value $645,651.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 802 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,045 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 920 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $329,627.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).