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Diversify Advisory Services, LLC: DFAE position timeline

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

Diversify Advisory Services, LLC held 521,976 DFAE 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 521,976 shares
    Change vs previous 13F +256,055 shares

    0.16% of the 13F portfolio, value $19,574,110.

    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: 260,988 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 260,988 shares

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

  2. period ended2026-03-31
    13F 265,921 shares
    Change vs previous 13F -15,482 shares

    0.18% of the 13F portfolio, value $9,934,800.

    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: 265,921 shares

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

  3. period ended2025-12-31
    13F 281,403 shares
    Change vs previous 13F +20,348 shares

    0.18% of the 13F portfolio, value $9,594,753.

    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: 33,381 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 248,022 shares

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

  4. period ended2025-09-30
    13F 261,055 shares
    Change vs previous 13F -28,312 shares

    0.5% of the 13F portfolio, value $8,580,863.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 289,367 shares
    Change vs previous 13F -32,374 shares

    0.54% of the 13F portfolio, value $8,695,466.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 321,741 shares
    Change vs previous 13F -23,504 shares

    0.62% of the 13F portfolio, value $8,345,953.

    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).

  7. period ended2024-12-31
    13F 345,245 shares
    Change vs previous 13F +6,421 shares

    0.67% of the 13F portfolio, value $8,572,433.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 338,824 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $9,100,813.

    13F-HR 0001085146-24-005172 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).