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Diversify Advisory Services, LLC: CMI position timeline

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

Diversify Advisory Services, LLC held 30,400 CMI 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 30,400 shares
    Change vs previous 13F +13,979 shares

    0.17% of the 13F portfolio, value $20,119,278.

    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: 15,200 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,200 shares

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

  2. period ended2026-03-31
    13F 16,421 shares
    Change vs previous 13F +613 shares

    0.19% of the 13F portfolio, value $10,492,429.

    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: 16,421 shares

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

  3. period ended2025-12-31
    13F 15,808 shares
    Change vs previous 13F -180 shares

    0.17% of the 13F portfolio, value $9,020,515.

    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: 4,369 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,439 shares

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

  4. period ended2025-09-30
    13F 15,988 shares
    Change vs previous 13F +941 shares

    0.15% of the 13F portfolio, value $6,998,196.

    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: 4,079 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,909 shares

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

  5. period ended2025-06-30
    13F 15,047 shares
    Change vs previous 13F +2,422 shares

    0.14% of the 13F portfolio, value $6,004,896.

    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: 3,415 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,632 shares

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

  6. period ended2025-03-31
    13F 12,625 shares
    Change vs previous 13F +12,019 shares

    0.13% of the 13F portfolio, value $3,701,074.

    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: 2,816 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,809 shares

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

  7. period ended2024-12-31
    13F 606 shares
    Change vs previous 13F -316 shares

    0.02% of the 13F portfolio, value $215,189.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 606 shares

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

  8. period ended2024-09-30
    13F 922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $304,864.

    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).