Skip to content
Disclosery

Diversify Advisory Services, LLC: DBEF position timeline

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

Diversify Advisory Services, LLC held 205,170 DBEF 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 205,170 shares
    Change vs previous 13F +99,849 shares

    0.09% of the 13F portfolio, value $11,284,376.

    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: 102,585 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 102,585 shares

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

  2. period ended2026-03-31
    13F 105,321 shares
    Change vs previous 13F -36,401 shares

    0.1% of the 13F portfolio, value $5,326,095.

    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: 105,321 shares

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

  3. period ended2025-12-31
    13F 141,722 shares
    Change vs previous 13F +4,567 shares

    0.13% of the 13F portfolio, value $7,088,238.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 127,943 shares

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

  4. period ended2025-09-30
    13F 137,155 shares
    Change vs previous 13F -776 shares

    0.14% of the 13F portfolio, value $6,595,783.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 123,376 shares

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

  5. period ended2025-06-30
    13F 137,931 shares
    Change vs previous 13F +1,628 shares

    0.15% of the 13F portfolio, value $6,263,446.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 124,152 shares

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

  6. period ended2025-03-31
    13F 136,303 shares
    Change vs previous 13F +7,184 shares

    0.2% of the 13F portfolio, value $5,844,677.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 122,524 shares

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

  7. period ended2024-12-31
    13F 129,119 shares
    Change vs previous 13F +15,024 shares

    0.17% of the 13F portfolio, value $5,389,432.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,340 shares

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

  8. period ended2024-09-30
    13F 114,095 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,761,648.

    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: 13,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 100,316 shares

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