Skip to content
Disclosery

Diversify Advisory Services, LLC: APPF position timeline

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

Diversify Advisory Services, LLC held 4,280 APPF 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 4,280 shares
    Change vs previous 13F +2,213 shares

    0.01% of the 13F portfolio, value $722,208.

    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: 2,140 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,140 shares

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

  2. period ended2026-03-31
    13F 2,067 shares
    Change vs previous 13F +654 shares

    0.01% of the 13F portfolio, value $341,716.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 1,413 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $312,513.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 1,489 shares
    Change vs previous 13F -101 shares

    0.02% of the 13F portfolio, value $390,505.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 1,590 shares
    Change vs previous 13F -137 shares

    0.03% of the 13F portfolio, value $433,180.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 1,727 shares
    Change vs previous 13F +356 shares

    0.03% of the 13F portfolio, value $351,824.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 1,371 shares
    Change vs previous 13F -68 shares

    0.03% of the 13F portfolio, value $334,209.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 1,439 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $281,353.

    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).