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Diversify Advisory Services, LLC: ARB position timeline

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

Diversify Advisory Services, LLC held 258,066 ARB 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 258,066 shares
    Change vs previous 13F +130,207 shares

    0.06% of the 13F portfolio, value $7,646,008.

    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: 129,033 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 129,033 shares

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

  2. period ended2026-03-31
    13F 127,859 shares
    Change vs previous 13F +14,432 shares

    0.07% of the 13F portfolio, value $3,773,134.

    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: 127,859 shares

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

  3. period ended2025-12-31
    13F 113,427 shares
    Change vs previous 13F +2,333 shares

    0.1% of the 13F portfolio, value $3,295,069.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 111,094 shares
    Change vs previous 13F +899 shares

    0.11% of the 13F portfolio, value $3,223,535.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 110,195 shares
    Change vs previous 13F +47,879 shares

    0.12% of the 13F portfolio, value $3,175,268.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 62,316 shares
    Change vs previous 13F +91 shares

    0.11% of the 13F portfolio, value $1,752,325.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 62,225 shares
    Change vs previous 13F -801 shares

    0.1% of the 13F portfolio, value $1,727,365.

    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 63,026 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,758,772.

    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).