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Diversify Advisory Services, LLC: AVTR position timeline

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

Diversify Advisory Services, LLC held 66,938 AVTR 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 66,938 shares
    Change vs previous 13F +40,128 shares

    0.01% of the 13F portfolio, value $787,190.

    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: 33,469 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,469 shares

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

  2. period ended2026-03-31
    13F 26,810 shares
    Change vs previous 13F +6,962 shares

    <0.01% of the 13F portfolio, value $210,459.

    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 19,848 shares
    Change vs previous 13F -53,163 shares

    0.01% of the 13F portfolio, value $250,085.

    13F-HR 0002030780-26-000001 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: 19,848 shares

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

  4. period ended2025-09-30
    13F 73,011 shares
    Change vs previous 13F +15,137 shares

    0.02% of the 13F portfolio, value $852,768.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,452 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 61,559 shares

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

  5. period ended2025-06-30
    13F 57,874 shares
    Change vs previous 13F +9,150 shares

    0.05% of the 13F portfolio, value $732,685.

    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 48,724 shares
    Change vs previous 13F +7,655 shares

    0.05% of the 13F portfolio, value $618,308.

    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 41,069 shares
    Change vs previous 13F +3,722 shares

    0.07% of the 13F portfolio, value $889,555.

    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 37,347 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $885,871.

    13F-HR 0001085146-24-005172 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: 37,347 shares

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