Skip to content
Disclosery

Diversify Advisory Services, LLC: CSGP position timeline

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

Diversify Advisory Services, LLC held 51,140 CSGP 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 51,140 shares
    Change vs previous 13F +31,564 shares

    0.01% of the 13F portfolio, value $1,491,754.

    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: 25,570 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,570 shares

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

  2. period ended2026-03-31
    13F 19,576 shares
    Change vs previous 13F +11,274 shares

    0.01% of the 13F portfolio, value $668,325.

    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: 19,576 shares

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

  3. period ended2025-12-31
    13F 8,302 shares
    Change vs previous 13F -747 shares

    0.01% of the 13F portfolio, value $525,602.

    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: 3,515 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,787 shares

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

  4. period ended2025-09-30
    13F 9,049 shares
    Change vs previous 13F -846 shares

    0.01% of the 13F portfolio, value $627,819.

    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: 3,972 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,077 shares

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

  5. period ended2025-06-30
    13F 9,895 shares
    Change vs previous 13F -635 shares

    0.02% of the 13F portfolio, value $875,312.

    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: 4,132 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,763 shares

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

  6. period ended2025-03-31
    13F 10,530 shares
    Change vs previous 13F -4,689 shares

    0.03% of the 13F portfolio, value $870,831.

    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: 4,214 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,316 shares

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

  7. period ended2024-12-31
    13F 15,219 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,063,351.

    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: 8,958 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,261 shares

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