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Diversify Advisory Services, LLC: CX position timeline

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

Diversify Advisory Services, LLC held 406,280 CX 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 406,280 shares
    Change vs previous 13F +208,098 shares

    0.04% of the 13F portfolio, value $4,956,608.

    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: 203,140 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 203,140 shares

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

  2. period ended2026-03-31
    13F 198,182 shares
    Change vs previous 13F +12,812 shares

    0.04% of the 13F portfolio, value $2,411,875.

    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: 198,182 shares

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

  3. period ended2025-12-31
    13F 185,370 shares
    Change vs previous 13F +15,175 shares

    0.04% of the 13F portfolio, value $2,297,571.

    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: 49,246 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 136,124 shares

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

  4. period ended2025-09-30
    13F 170,195 shares
    Change vs previous 13F +170,195 shares

    0.04% of the 13F portfolio, value $1,727,475.

    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: 45,123 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 125,072 shares

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005134 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).

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