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Diversify Advisory Services, LLC: AVY position timeline

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

Diversify Advisory Services, LLC held 16,404 AVY 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 16,404 shares
    Change vs previous 13F +9,195 shares

    0.02% of the 13F portfolio, value $2,674,278.

    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: 8,202 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,202 shares

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

  2. period ended2026-03-31
    13F 7,209 shares
    Change vs previous 13F +527 shares

    0.02% of the 13F portfolio, value $1,174,723.

    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: 7,209 shares

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

  3. period ended2025-12-31
    13F 6,682 shares
    Change vs previous 13F +472 shares

    0.02% of the 13F portfolio, value $1,256,190.

    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: 1,870 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,812 shares

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

  4. period ended2025-09-30
    13F 6,210 shares
    Change vs previous 13F +431 shares

    0.02% of the 13F portfolio, value $1,082,307.

    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: 1,661 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,549 shares

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

  5. period ended2025-06-30
    13F 5,779 shares
    Change vs previous 13F +2,398 shares

    0.02% of the 13F portfolio, value $1,009,382.

    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: 1,453 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,326 shares

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

  6. period ended2025-03-31
    13F 3,381 shares
    Change vs previous 13F +786 shares

    0.04% of the 13F portfolio, value $580,570.

    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 2,595 shares
    Change vs previous 13F +823 shares

    0.04% of the 13F portfolio, value $479,730.

    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 1,772 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $368,040.

    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: 1,772 shares

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