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Diversify Advisory Services, LLC: COST position timeline

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

Diversify Advisory Services, LLC held 65,524 COST 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 65,524 shares
    Change vs previous 13F +34,458 shares

    0.52% of the 13F portfolio, value $62,351,182.

    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: 32,762 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,762 shares

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

  2. period ended2026-03-31
    13F 31,066 shares
    Change vs previous 13F -9,938 shares

    0.5% of the 13F portfolio, value $31,024,202.

    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: 925 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,141 shares

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

  3. period ended2025-12-31
    13F 41,004 shares
    Change vs previous 13F +2,557 shares

    0.74% of the 13F portfolio, value $39,237,827.

    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: 28,333 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,671 shares

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

  4. period ended2025-09-30
    13F 38,447 shares
    Change vs previous 13F -536 shares

    0.76% of the 13F portfolio, value $35,681,032.

    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: 26,108 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,339 shares

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

  5. period ended2025-06-30
    13F 38,983 shares
    Change vs previous 13F +7,034 shares

    0.91% of the 13F portfolio, value $38,642,666.

    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: 27,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,585 shares

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

  6. period ended2025-03-31
    13F 31,949 shares
    Change vs previous 13F -1,809 shares

    1.08% of the 13F portfolio, value $31,683,842.

    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: 21,247 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,702 shares

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

  7. period ended2024-12-31
    13F 33,758 shares
    Change vs previous 13F +2,440 shares

    1.02% of the 13F portfolio, value $31,629,128.

    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: 23,751 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,007 shares

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

  8. period ended2024-09-30
    13F 31,318 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $28,027,534.

    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: 23,483 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,835 shares

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