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Diversify Advisory Services, LLC: CRM position timeline

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

Diversify Advisory Services, LLC held 102,094 CRM 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 102,094 shares
    Change vs previous 13F +56,994 shares

    0.15% of the 13F portfolio, value $17,723,626.

    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: 51,047 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,047 shares

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

  2. period ended2026-03-31
    13F 45,100 shares
    Change vs previous 13F -487 shares

    0.15% of the 13F portfolio, value $8,172,941.

    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: 45,100 shares

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

  3. period ended2025-12-31
    13F 45,587 shares
    Change vs previous 13F +204 shares

    0.2% of the 13F portfolio, value $10,646,728.

    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: 24,562 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,025 shares

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

  4. period ended2025-09-30
    13F 45,383 shares
    Change vs previous 13F +3,835 shares

    0.25% of the 13F portfolio, value $11,860,239.

    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: 14,642 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,741 shares

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

  5. period ended2025-06-30
    13F 41,548 shares
    Change vs previous 13F +6,092 shares

    0.23% of the 13F portfolio, value $9,625,136.

    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: 12,024 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,524 shares

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

  6. period ended2025-03-31
    13F 35,456 shares
    Change vs previous 13F +4,418 shares

    0.32% of the 13F portfolio, value $9,493,654.

    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: 8,977 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,479 shares

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

  7. period ended2024-12-31
    13F 31,038 shares
    Change vs previous 13F +4,905 shares

    0.32% of the 13F portfolio, value $9,865,523.

    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: 7,358 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,680 shares

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

  8. period ended2024-09-30
    13F 26,133 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,471,225.

    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: 9,788 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,345 shares

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