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Diversify Advisory Services, LLC: DFAI position timeline

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

Diversify Advisory Services, LLC held 956,586 DFAI 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 956,586 shares
    Change vs previous 13F +485,876 shares

    0.33% of the 13F portfolio, value $39,765,252.

    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: 478,293 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 478,293 shares

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

  2. period ended2026-03-31
    13F 470,710 shares
    Change vs previous 13F -18,449 shares

    0.34% of the 13F portfolio, value $18,880,186.

    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: 470,710 shares

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

  3. period ended2025-12-31
    13F 489,159 shares
    Change vs previous 13F +18,865 shares

    0.36% of the 13F portfolio, value $19,219,889.

    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: 36,589 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 452,570 shares

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

  4. period ended2025-09-30
    13F 470,294 shares
    Change vs previous 13F -42,860 shares

    0.99% of the 13F portfolio, value $17,222,155.

    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 513,154 shares
    Change vs previous 13F -48,869 shares

    1.12% of the 13F portfolio, value $18,186,163.

    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 562,023 shares
    Change vs previous 13F -33,312 shares

    1.35% of the 13F portfolio, value $18,220,787.

    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 595,335 shares
    Change vs previous 13F +14,413 shares

    1.34% of the 13F portfolio, value $17,240,902.

    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 580,922 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $17,665,838.

    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).