Skip to content
Disclosery

Diversify Advisory Services, LLC: CHKP position timeline

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

Diversify Advisory Services, LLC held 0 CHKP shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,928 shares

    13F-HR 0002021232-25-000006 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.

  2. period ended2025-06-30
    13F 7,928 shares
    Change vs previous 13F +1,087 shares

    0.03% of the 13F portfolio, value $1,436,633.

    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: 2,153 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,775 shares

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

  3. period ended2025-03-31
    13F 6,841 shares
    Change vs previous 13F +1,739 shares

    0.05% of the 13F portfolio, value $1,472,819.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,836 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,005 shares

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

  4. period ended2024-12-31
    13F 5,102 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $928,523.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,102 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,000 shares

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