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Diversify Advisory Services, LLC: CNC position timeline

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

Diversify Advisory Services, LLC held 25,792 CNC 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 25,792 shares
    Change vs previous 13F +12,377 shares

    0.01% of the 13F portfolio, value $1,652,688.

    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: 12,896 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,896 shares

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

  2. period ended2026-03-31
    13F 13,415 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $724,115.

    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: 13,415 shares

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

  3. period ended2025-12-31
    13F 13,655 shares
    Change vs previous 13F +4,288 shares

    0.01% of the 13F portfolio, value $624,785.

    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: 4,569 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,086 shares

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

  4. period ended2025-09-30
    13F 9,367 shares
    Change vs previous 13F +1,119 shares

    0.02% of the 13F portfolio, value $323,145.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,248 shares
    Change vs previous 13F -4,126 shares

    0.01% of the 13F portfolio, value $215,837.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,248 shares

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

  6. period ended2025-03-31
    13F 12,374 shares
    Change vs previous 13F -654 shares

    0.02% of the 13F portfolio, value $733,254.

    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: 3,658 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,716 shares

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

  7. period ended2024-12-31
    13F 13,028 shares
    Change vs previous 13F +6,497 shares

    0.03% of the 13F portfolio, value $805,490.

    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: 3,621 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,407 shares

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

  8. period ended2024-09-30
    13F 6,531 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $390,655.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,531 shares

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