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Diversify Advisory Services, LLC: APD position timeline

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

Diversify Advisory Services, LLC held 55,952 APD 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 55,952 shares
    Change vs previous 13F +29,852 shares

    0.14% of the 13F portfolio, value $16,370,152.

    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: 27,976 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,976 shares

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

  2. period ended2026-03-31
    13F 26,100 shares
    Change vs previous 13F +2,819 shares

    0.14% of the 13F portfolio, value $7,895,263.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,100 shares

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

  3. period ended2025-12-31
    13F 23,281 shares
    Change vs previous 13F -495 shares

    0.12% of the 13F portfolio, value $6,206,308.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,330 shares

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

  4. period ended2025-09-30
    13F 23,776 shares
    Change vs previous 13F +1,428 shares

    0.12% of the 13F portfolio, value $5,690,954.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,685 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,091 shares

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

  5. period ended2025-06-30
    13F 22,348 shares
    Change vs previous 13F +4,963 shares

    0.15% of the 13F portfolio, value $6,464,671.

    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: 6,474 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,874 shares

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

  6. period ended2025-03-31
    13F 17,385 shares
    Change vs previous 13F +2,402 shares

    0.16% of the 13F portfolio, value $4,710,080.

    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: 4,245 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,140 shares

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

  7. period ended2024-12-31
    13F 14,983 shares
    Change vs previous 13F +188 shares

    0.14% of the 13F portfolio, value $4,391,251.

    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: 4,493 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,490 shares

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

  8. period ended2024-09-30
    13F 14,795 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,866,991.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,221 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,574 shares

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