Skip to content
Disclosery

Diversify Advisory Services, LLC: AVUV position timeline

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

Diversify Advisory Services, LLC held 287,762 AVUV 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 287,762 shares
    Change vs previous 13F +144,941 shares

    0.3% of the 13F portfolio, value $36,093,874.

    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: 143,881 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 143,881 shares

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

  2. period ended2026-03-31
    13F 142,821 shares
    Change vs previous 13F +34,011 shares

    0.3% of the 13F portfolio, value $16,938,590.

    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: 142,821 shares

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

  3. period ended2025-12-31
    13F 108,810 shares
    Change vs previous 13F +8,597 shares

    0.22% of the 13F portfolio, value $11,651,878.

    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: 3,283 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 105,527 shares

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

  4. period ended2025-09-30
    13F 100,213 shares
    Change vs previous 13F +259 shares

    0.21% of the 13F portfolio, value $9,802,868.

    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: 2,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 97,815 shares

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

  5. period ended2025-06-30
    13F 99,954 shares
    Change vs previous 13F +9,044 shares

    0.23% of the 13F portfolio, value $9,537,637.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,173 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 97,781 shares

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

  6. period ended2025-03-31
    13F 90,910 shares
    Change vs previous 13F +13,848 shares

    0.56% of the 13F portfolio, value $7,596,440.

    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 77,062 shares
    Change vs previous 13F +1,997 shares

    0.57% of the 13F portfolio, value $7,297,001.

    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 75,065 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,136,415.

    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).