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Diversify Advisory Services, LLC: CRDO position timeline

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

Diversify Advisory Services, LLC held 105,762 CRDO 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 105,762 shares
    Change vs previous 13F +42,876 shares

    0.18% of the 13F portfolio, value $22,013,316.

    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: 52,881 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,881 shares

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

  2. period ended2026-03-31
    13F 62,886 shares
    Change vs previous 13F +32,255 shares

    0.18% of the 13F portfolio, value $11,053,532.

    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: 16,736 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,150 shares

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

  3. period ended2025-12-31
    13F 30,631 shares
    Change vs previous 13F +3,533 shares

    0.09% of the 13F portfolio, value $4,660,214.

    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: 27,187 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,444 shares

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

  4. period ended2025-09-30
    13F 27,098 shares
    Change vs previous 13F +4,348 shares

    0.1% of the 13F portfolio, value $4,894,983.

    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: 23,901 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,197 shares

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

  5. period ended2025-06-30
    13F 22,750 shares
    Change vs previous 13F +5,750 shares

    0.11% of the 13F portfolio, value $2,852,395.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 17,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $734,570.

    13F-HR 0001085146-25-002578 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).