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Diversify Advisory Services, LLC: CL position timeline

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

Diversify Advisory Services, LLC held 23,930 CL 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 23,930 shares
    Change vs previous 13F +12,484 shares

    0.02% of the 13F portfolio, value $2,201,076.

    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: 11,965 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,965 shares

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

  2. period ended2026-03-31
    13F 11,446 shares
    Change vs previous 13F -16,932 shares

    0.02% of the 13F portfolio, value $967,049.

    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: 11,446 shares

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

  3. period ended2025-12-31
    13F 28,378 shares
    Change vs previous 13F +3,100 shares

    0.04% of the 13F portfolio, value $2,385,855.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,268 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,110 shares

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

  4. period ended2025-09-30
    13F 25,278 shares
    Change vs previous 13F +4,401 shares

    0.04% of the 13F portfolio, value $1,895,293.

    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: 17,470 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,808 shares

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

  5. period ended2025-06-30
    13F 20,877 shares
    Change vs previous 13F +10,642 shares

    0.04% of the 13F portfolio, value $1,773,946.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,103 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,774 shares

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

  6. period ended2025-03-31
    13F 10,235 shares
    Change vs previous 13F -478 shares

    0.03% of the 13F portfolio, value $945,071.

    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: 2,710 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,525 shares

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

  7. period ended2024-12-31
    13F 10,713 shares
    Change vs previous 13F +1,370 shares

    0.03% of the 13F portfolio, value $925,098.

    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: 3,186 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,527 shares

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

  8. period ended2024-09-30
    13F 9,343 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $931,249.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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