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Diversify Advisory Services, LLC: APP position timeline

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

Diversify Advisory Services, LLC held 33,414 APP 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 33,414 shares
    Change vs previous 13F +16,224 shares

    0.12% of the 13F portfolio, value $13,790,846.

    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: 16,707 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,707 shares

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

  2. period ended2026-03-31
    13F 17,190 shares
    Change vs previous 13F -543 shares

    0.14% of the 13F portfolio, value $7,622,500.

    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: 17,190 shares

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

  3. period ended2025-12-31
    13F 17,733 shares
    Change vs previous 13F -9,195 shares

    0.2% of the 13F portfolio, value $10,682,144.

    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: 11,767 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,966 shares

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

  4. period ended2025-09-30
    13F 26,928 shares
    Change vs previous 13F -220 shares

    0.36% of the 13F portfolio, value $17,022,770.

    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: 17,410 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,518 shares

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

  5. period ended2025-06-30
    13F 27,148 shares
    Change vs previous 13F +5,108 shares

    0.3% of the 13F portfolio, value $12,678,489.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,717 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,431 shares

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

  6. period ended2025-03-31
    13F 22,040 shares
    Change vs previous 13F +8,787 shares

    0.22% of the 13F portfolio, value $6,367,045.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,031 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,009 shares

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

  7. period ended2024-12-31
    13F 13,253 shares
    Change vs previous 13F -2,296 shares

    0.23% of the 13F portfolio, value $4,220,815.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,549 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,471,514.

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

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