Diversify Advisory Services, LLC: CYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on CYD, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 154,226 CYD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 154,226 sharesChange vs previous 13F +77,814 shares
0.06% of the 13F portfolio, value $7,185,370.
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: 77,113 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 77,113 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 76,412 sharesChange vs previous 13F +2,701 shares
0.05% of the 13F portfolio, value $3,062,600.
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: 76,412 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 73,711 sharesChange vs previous 13F +5,711 shares
0.06% of the 13F portfolio, value $3,181,336.
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: 19,604 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 54,107 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,000 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $2,547,280.
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: 17,901 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 50,099 shares
Acceptance time not in the bulk data set (spec §4.2).