Skip to content
Disclosery

Diversify Advisory Services, LLC: AVDV position timeline

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

Diversify Advisory Services, LLC held 53,810 AVDV 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 53,810 shares
    Change vs previous 13F +27,995 shares

    0.05% of the 13F portfolio, value $5,600,026.

    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: 26,905 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,905 shares

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

  2. period ended2026-03-31
    13F 25,815 shares
    Change vs previous 13F +5,709 shares

    0.05% of the 13F portfolio, value $2,675,964.

    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 20,106 shares
    Change vs previous 13F +976 shares

    0.09% of the 13F portfolio, value $1,961,507.

    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 19,130 shares
    Change vs previous 13F +196 shares

    0.1% of the 13F portfolio, value $1,705,822.

    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 18,934 shares
    Change vs previous 13F +389 shares

    0.1% of the 13F portfolio, value $1,588,373.

    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 18,545 shares
    Change vs previous 13F +1,875 shares

    0.1% of the 13F portfolio, value $1,346,718.

    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 16,670 shares
    Change vs previous 13F +3,797 shares

    0.08% of the 13F portfolio, value $1,064,529.

    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 12,873 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $866,888.

    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).