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Diversify Advisory Services, LLC: CW position timeline

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

Diversify Advisory Services, LLC held 14,316 CW 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 14,316 shares
    Change vs previous 13F +5,836 shares

    0.09% of the 13F portfolio, value $10,649,072.

    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: 7,158 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,158 shares

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

  2. period ended2026-03-31
    13F 8,480 shares
    Change vs previous 13F +921 shares

    0.11% of the 13F portfolio, value $5,904,013.

    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: 8,480 shares

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

  3. period ended2025-12-31
    13F 7,559 shares
    Change vs previous 13F +472 shares

    0.09% of the 13F portfolio, value $4,867,082.

    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: 2,185 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,374 shares

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

  4. period ended2025-09-30
    13F 7,087 shares
    Change vs previous 13F +339 shares

    0.09% of the 13F portfolio, value $4,264,568.

    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: 1,987 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,100 shares

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

  5. period ended2025-06-30
    13F 6,748 shares
    Change vs previous 13F +1,283 shares

    0.08% of the 13F portfolio, value $3,385,053.

    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: 1,790 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,958 shares

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

  6. period ended2025-03-31
    13F 5,465 shares
    Change vs previous 13F +1,370 shares

    0.06% of the 13F portfolio, value $1,859,703.

    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: 1,498 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,967 shares

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

  7. period ended2024-12-31
    13F 4,095 shares
    Change vs previous 13F +1,034 shares

    0.05% of the 13F portfolio, value $1,434,167.

    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: 1,201 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,894 shares

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

  8. period ended2024-09-30
    13F 3,061 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,073,955.

    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: 1,040 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,021 shares

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