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Diversify Advisory Services, LLC: ARCC position timeline

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

Diversify Advisory Services, LLC held 79,414 ARCC 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 79,414 shares
    Change vs previous 13F +17,723 shares

    0.01% of the 13F portfolio, value $1,500,124.

    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: 39,707 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,707 shares

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

  2. period ended2026-03-31
    13F 61,691 shares
    Change vs previous 13F +20,572 shares

    0.02% of the 13F portfolio, value $1,151,778.

    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: 19,798 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,893 shares

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

  3. period ended2025-12-31
    13F 41,119 shares
    Change vs previous 13F -1,045 shares

    0.02% of the 13F portfolio, value $853,956.

    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: 28,186 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,933 shares

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

  4. period ended2025-09-30
    13F 42,164 shares
    Change vs previous 13F -1,222 shares

    0.02% of the 13F portfolio, value $860,568.

    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: 27,623 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,541 shares

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

  5. period ended2025-06-30
    13F 43,386 shares
    Change vs previous 13F +28,269 shares

    0.02% of the 13F portfolio, value $974,883.

    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: 28,264 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,122 shares

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

  6. period ended2025-03-31
    13F 15,117 shares
    Change vs previous 13F -15,744 shares

    0.02% of the 13F portfolio, value $312,470.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,117 shares

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

  7. period ended2024-12-31
    13F 30,861 shares
    Change vs previous 13F +13,192 shares

    0.02% of the 13F portfolio, value $678,316.

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

    • Diversify Advisory Services, LLC: 17,775 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,086 shares

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

  8. period ended2024-09-30
    13F 17,669 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $381,477.

    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).