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Diversify Advisory Services, LLC: DFIV position timeline

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

Diversify Advisory Services, LLC held 42,688 DFIV 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 42,688 shares
    Change vs previous 13F +24,752 shares

    0.02% of the 13F portfolio, value $2,398,654.

    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: 21,344 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,344 shares

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

  2. period ended2026-03-31
    13F 17,936 shares
    Change vs previous 13F +3,430 shares

    0.02% of the 13F portfolio, value $966,572.

    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 ended2024-09-30
    13F 14,506 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $538,173.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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