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Diversify Advisory Services, LLC: DFAR position timeline

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

Diversify Advisory Services, LLC held 378,922 DFAR 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 378,922 shares
    Change vs previous 13F +179,933 shares

    0.09% of the 13F portfolio, value $10,329,398.

    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: 189,461 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 189,461 shares

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

  2. period ended2026-03-31
    13F 198,989 shares
    Change vs previous 13F -13,168 shares

    0.09% of the 13F portfolio, value $5,052,324.

    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: 198,989 shares

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

  3. period ended2025-12-31
    13F 212,157 shares
    Change vs previous 13F +6,747 shares

    0.09% of the 13F portfolio, value $4,961,708.

    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: 24,425 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 187,732 shares

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

  4. period ended2025-09-30
    13F 205,410 shares
    Change vs previous 13F -33,527 shares

    0.28% of the 13F portfolio, value $4,781,953.

    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 238,937 shares
    Change vs previous 13F -39,488 shares

    0.34% of the 13F portfolio, value $5,505,117.

    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 278,425 shares
    Change vs previous 13F -45,863 shares

    0.48% of the 13F portfolio, value $6,445,537.

    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 324,288 shares
    Change vs previous 13F -4,774 shares

    0.56% of the 13F portfolio, value $7,247,837.

    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 329,062 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,384,500.

    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).