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Diversify Advisory Services, LLC: DFCF position timeline

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

Diversify Advisory Services, LLC held 1,094,026 DFCF 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 1,094,026 shares
    Change vs previous 13F +586,691 shares

    0.38% of the 13F portfolio, value $45,500,516.

    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: 547,013 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 547,013 shares

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

  2. period ended2026-03-31
    13F 507,335 shares
    Change vs previous 13F +164,724 shares

    0.38% of the 13F portfolio, value $21,399,379.

    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 ended2025-09-30
    13F 342,611 shares
    Change vs previous 13F -6,009 shares

    0.85% of the 13F portfolio, value $14,653,477.

    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).

  4. period ended2025-06-30
    13F 348,620 shares
    Change vs previous 13F +35,638 shares

    0.91% of the 13F portfolio, value $14,774,528.

    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).

  5. period ended2025-03-31
    13F 312,982 shares
    Change vs previous 13F +32,988 shares

    0.98% of the 13F portfolio, value $13,145,229.

    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).

  6. period ended2024-12-31
    13F 279,994 shares
    Change vs previous 13F -5,943 shares

    0.89% of the 13F portfolio, value $11,440,555.

    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).

  7. period ended2024-09-30
    13F 285,937 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $12,029,370.

    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).