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Diversify Advisory Services, LLC: CGDV position timeline

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

Diversify Advisory Services, LLC held 425,694 CGDV 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 425,694 shares
    Change vs previous 13F +215,189 shares

    0.17% of the 13F portfolio, value $20,842,002.

    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: 212,847 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 212,847 shares

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

  2. period ended2026-03-31
    13F 210,505 shares
    Change vs previous 13F +96,143 shares

    0.17% of the 13F portfolio, value $9,672,706.

    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: 210,505 shares

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

  3. period ended2025-12-31
    13F 114,362 shares
    Change vs previous 13F +62,536 shares

    0.1% of the 13F portfolio, value $5,086,785.

    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: 41,391 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 72,971 shares

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

  4. period ended2025-09-30
    13F 51,826 shares
    Change vs previous 13F +16,707 shares

    0.05% of the 13F portfolio, value $2,215,582.

    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: 5,890 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,936 shares

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

  5. period ended2025-06-30
    13F 35,119 shares
    Change vs previous 13F +14,943 shares

    0.09% of the 13F portfolio, value $1,440,238.

    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 20,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $704,344.

    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).