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Diversify Advisory Services, LLC: CGCP position timeline

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

Diversify Advisory Services, LLC held 1,628,598 CGCP 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 1,628,598 shares
    Change vs previous 13F +656,235 shares

    0.3% of the 13F portfolio, value $35,910,600.

    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: 814,299 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 814,299 shares

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

  2. period ended2026-03-31
    13F 972,363 shares
    Change vs previous 13F +96,082 shares

    0.39% of the 13F portfolio, value $21,790,650.

    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: 972,363 shares

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

  3. period ended2025-12-31
    13F 876,281 shares
    Change vs previous 13F +79,161 shares

    0.38% of the 13F portfolio, value $19,904,294.

    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: 29,371 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 846,910 shares

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

  4. period ended2025-09-30
    13F 797,120 shares
    Change vs previous 13F +45,719 shares

    1.04% of the 13F portfolio, value $18,070,704.

    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 751,401 shares
    Change vs previous 13F +72,879 shares

    1.05% of the 13F portfolio, value $16,936,589.

    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 678,522 shares
    Change vs previous 13F +21,032 shares

    1.13% of the 13F portfolio, value $15,232,829.

    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 657,490 shares
    Change vs previous 13F +220,003 shares

    1.13% of the 13F portfolio, value $14,464,773.

    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 437,487 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $9,882,830.

    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).