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Diversify Advisory Services, LLC: COO position timeline

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

Diversify Advisory Services, LLC held 48,484 COO 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 48,484 shares
    Change vs previous 13F +5,948 shares

    0.03% of the 13F portfolio, value $3,407,928.

    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: 24,242 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,242 shares

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

  2. period ended2026-03-31
    13F 42,536 shares
    Change vs previous 13F +7,078 shares

    0.04% of the 13F portfolio, value $2,609,164.

    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: 5,233 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,303 shares

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

  3. period ended2025-12-31
    13F 35,458 shares
    Change vs previous 13F +2,441 shares

    0.05% of the 13F portfolio, value $2,905,545.

    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: 12,898 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,560 shares

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

  4. period ended2025-09-30
    13F 33,017 shares
    Change vs previous 13F +1,616 shares

    0.05% of the 13F portfolio, value $2,305,219.

    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: 6,845 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,172 shares

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

  5. period ended2025-06-30
    13F 31,401 shares
    Change vs previous 13F +4,646 shares

    0.05% of the 13F portfolio, value $2,282,538.

    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: 6,169 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,232 shares

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

  6. period ended2025-03-31
    13F 26,755 shares
    Change vs previous 13F +4,810 shares

    0.07% of the 13F portfolio, value $2,200,027.

    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: 5,432 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,323 shares

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

  7. period ended2024-12-31
    13F 21,945 shares
    Change vs previous 13F +3,117 shares

    0.06% of the 13F portfolio, value $1,981,812.

    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: 4,156 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,789 shares

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

  8. period ended2024-09-30
    13F 18,828 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,985,478.

    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: 4,919 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,909 shares

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