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Diversify Advisory Services, LLC: CWAN position timeline

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

Diversify Advisory Services, LLC held 0 CWAN shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -69,213 shares

    13F-HR 0002021232-26-000002 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 69,213 shares
    Change vs previous 13F -7,573 shares

    0.03% of the 13F portfolio, value $1,671,682.

    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: 18,508 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,705 shares

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

  3. period ended2025-09-30
    13F 76,786 shares
    Change vs previous 13F +5,096 shares

    0.03% of the 13F portfolio, value $1,393,658.

    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: 27,635 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,151 shares

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

  4. period ended2025-06-30
    13F 71,690 shares
    Change vs previous 13F +48,571 shares

    0.03% of the 13F portfolio, value $1,358,535.

    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: 24,547 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,143 shares

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

  5. period ended2025-03-31
    13F 23,119 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $525,264.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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