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Diversify Advisory Services, LLC: B position timeline

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

Diversify Advisory Services, LLC held 112,354 B 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 112,354 shares
    Change vs previous 13F +71,631 shares

    0.04% of the 13F portfolio, value $4,199,786.

    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: 56,177 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 56,177 shares

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

  2. period ended2026-03-31
    13F 40,723 shares
    Change vs previous 13F +10,932 shares

    0.03% of the 13F portfolio, value $1,565,802.

    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: 9,986 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,737 shares

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

  3. period ended2025-12-31
    13F 29,791 shares
    Change vs previous 13F +7,110 shares

    0.03% of the 13F portfolio, value $1,465,006.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,203 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,588 shares

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

  4. period ended2025-09-30
    13F 22,681 shares
    Change vs previous 13F -5,390 shares

    0.02% of the 13F portfolio, value $749,834.

    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: 8,154 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,527 shares

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

  5. period ended2025-06-30
    13F 28,071 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $659,680.

    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: 9,835 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,236 shares

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