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Diversify Advisory Services, LLC: CI position timeline

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

Diversify Advisory Services, LLC held 10,460 CI 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 10,460 shares
    Change vs previous 13F +6,499 shares

    0.03% of the 13F portfolio, value $3,044,192.

    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: 5,230 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,230 shares

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

  2. period ended2026-03-31
    13F 3,961 shares
    Change vs previous 13F +795 shares

    0.02% of the 13F portfolio, value $1,157,871.

    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: 3,961 shares

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

  3. period ended2025-12-31
    13F 3,166 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $861,002.

    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: 1,060 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,106 shares

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

  4. period ended2025-09-30
    13F 3,144 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $813,268.

    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: 1,107 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,037 shares

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

  5. period ended2025-06-30
    13F 3,194 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $896,032.

    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: 1,129 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,065 shares

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

  6. period ended2025-03-31
    13F 3,030 shares
    Change vs previous 13F -461 shares

    0.03% of the 13F portfolio, value $1,021,993.

    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: 1,019 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,011 shares

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

  7. period ended2024-12-31
    13F 3,491 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $973,922.

    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: 1,214 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,277 shares

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

  8. period ended2024-09-30
    13F 3,588 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,139,434.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,240 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,348 shares

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