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Diversify Advisory Services, LLC: DFUS position timeline

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

Diversify Advisory Services, LLC held 183,666 DFUS 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 183,666 shares
    Change vs previous 13F +106,733 shares

    0.12% of the 13F portfolio, value $14,836,496.

    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: 91,833 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,833 shares

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

  2. period ended2026-03-31
    13F 76,933 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,956,940.

    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).