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Diversify Advisory Services, LLC: AVLV position timeline

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

Diversify Advisory Services, LLC held 114,304 AVLV 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 114,304 shares
    Change vs previous 13F +57,647 shares

    0.09% of the 13F portfolio, value $10,533,198.

    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: 57,152 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,152 shares

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

  2. period ended2026-03-31
    13F 56,657 shares
    Change vs previous 13F +33,035 shares

    0.09% of the 13F portfolio, value $4,847,534.

    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 23,622 shares
    Change vs previous 13F +4,181 shares

    0.09% of the 13F portfolio, value $1,864,265.

    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 19,441 shares
    Change vs previous 13F +532 shares

    0.08% of the 13F portfolio, value $1,414,536.

    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 18,909 shares
    Change vs previous 13F +1,678 shares

    0.08% of the 13F portfolio, value $1,331,957.

    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 17,231 shares
    Change vs previous 13F +4,815 shares

    0.08% of the 13F portfolio, value $1,082,113.

    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 12,416 shares
    Change vs previous 13F +3,164 shares

    0.06% of the 13F portfolio, value $829,520.

    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 9,252 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $613,599.

    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).