Skip to content
Disclosery

Diversify Advisory Services, LLC: CGBL position timeline

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

Diversify Advisory Services, LLC held 53,224 CGBL 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 53,224 shares
    Change vs previous 13F +31,454 shares

    0.02% of the 13F portfolio, value $1,982,042.

    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: 26,612 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,612 shares

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

  2. period ended2026-03-31
    13F 21,770 shares
    Change vs previous 13F +5,062 shares

    0.01% of the 13F portfolio, value $790,469.

    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 16,708 shares
    Change vs previous 13F +835 shares

    0.03% of the 13F portfolio, value $605,339.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 15,873 shares
    Change vs previous 13F +3,962 shares

    0.03% of the 13F portfolio, value $551,570.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 11,911 shares
    Change vs previous 13F +1,467 shares

    0.03% of the 13F portfolio, value $405,219.

    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 10,444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,137.

    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).