Skip to content
Disclosery

Diversify Advisory Services, LLC: CMG position timeline

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

Diversify Advisory Services, LLC held 12,610 CMG 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 12,610 shares
    Change vs previous 13F +12,610 shares

    <0.01% of the 13F portfolio, value $418,634.

    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: 6,305 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,305 shares

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -29,046 shares

    13F-HR 0002021232-26-000002 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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 29,046 shares
    Change vs previous 13F -51,468 shares

    0.04% of the 13F portfolio, value $1,160,695.

    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: 29,046 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 80,514 shares
    Change vs previous 13F +10,252 shares

    0.05% of the 13F portfolio, value $2,537,010.

    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: 18,893 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 61,621 shares

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

  5. period ended2025-06-30
    13F 70,262 shares
    Change vs previous 13F -774 shares

    0.07% of the 13F portfolio, value $3,009,324.

    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: 12,811 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,451 shares

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

  6. period ended2025-03-31
    13F 71,036 shares
    Change vs previous 13F -12,160 shares

    0.12% of the 13F portfolio, value $3,597,949.

    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: 17,500 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,536 shares

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

  7. period ended2024-12-31
    13F 83,196 shares
    Change vs previous 13F +6,021 shares

    0.15% of the 13F portfolio, value $4,700,614.

    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: 30,036 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,160 shares

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

  8. period ended2024-09-30
    13F 77,175 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,577,447.

    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: 26,236 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,939 shares

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