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Diversify Advisory Services, LLC: DFAU position timeline

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

Diversify Advisory Services, LLC held 2,195,262 DFAU 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 2,195,262 shares
    Change vs previous 13F +1,090,124 shares

    0.94% of the 13F portfolio, value $112,595,026.

    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: 1,097,631 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,097,631 shares

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

  2. period ended2026-03-31
    13F 1,105,138 shares
    Change vs previous 13F -16,625 shares

    0.97% of the 13F portfolio, value $54,240,191.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 1,121,763 shares
    Change vs previous 13F +2,465 shares

    2.5% of the 13F portfolio, value $53,653,920.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 1,119,298 shares
    Change vs previous 13F -76,053 shares

    3.02% of the 13F portfolio, value $52,260,034.

    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 1,195,351 shares
    Change vs previous 13F -20,825 shares

    3.26% of the 13F portfolio, value $52,714,958.

    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 1,216,176 shares
    Change vs previous 13F +11,881 shares

    3.43% of the 13F portfolio, value $46,166,028.

    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 1,204,295 shares
    Change vs previous 13F -46,233 shares

    3.77% of the 13F portfolio, value $48,364,487.

    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 1,250,528 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $49,946,088.

    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).