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Diversify Advisory Services, LLC: COP position timeline

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

Diversify Advisory Services, LLC held 37,624 COP 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 37,624 shares
    Change vs previous 13F +17,816 shares

    0.04% of the 13F portfolio, value $4,348,624.

    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: 18,812 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,812 shares

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

  2. period ended2026-03-31
    13F 19,808 shares
    Change vs previous 13F -2,152 shares

    0.05% of the 13F portfolio, value $2,540,396.

    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: 19,808 shares

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

  3. period ended2025-12-31
    13F 21,960 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $2,148,055.

    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: 17,200 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,760 shares

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

  4. period ended2025-09-30
    13F 22,034 shares
    Change vs previous 13F -2,201 shares

    0.04% of the 13F portfolio, value $1,951,548.

    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: 17,829 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,205 shares

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

  5. period ended2025-06-30
    13F 24,235 shares
    Change vs previous 13F +14,225 shares

    0.05% of the 13F portfolio, value $2,292,422.

    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: 19,835 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,400 shares

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

  6. period ended2025-03-31
    13F 10,010 shares
    Change vs previous 13F -18,223 shares

    0.03% of the 13F portfolio, value $919,722.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,270 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,740 shares

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

  7. period ended2024-12-31
    13F 28,233 shares
    Change vs previous 13F +1,540 shares

    0.09% of the 13F portfolio, value $2,877,560.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,796 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,437 shares

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

  8. period ended2024-09-30
    13F 26,693 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,801,269.

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

    • Diversify Advisory Services, LLC: 23,587 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,106 shares

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