Diversify Advisory Services, LLC: CART position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on CART, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 0 CART shares at 2025-12-31 per its 13F-HR filed 2026-01-23.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -25,702 shares
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: 0 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 25,702 sharesChange vs previous 13F +721 shares
0.02% of the 13F portfolio, value $962,295.
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: 6,979 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 18,723 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,981 sharesChange vs previous 13F +10,313 shares
0.03% of the 13F portfolio, value $1,273,526.
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: 6,294 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 18,687 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,668 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $584,080.
13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).