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Diversify Advisory Services, LLC: DGX position timeline

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

Diversify Advisory Services, LLC held 7,892 DGX 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 7,892 shares
    Change vs previous 13F +1,510 shares

    0.02% of the 13F portfolio, value $1,829,834.

    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: 3,946 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,946 shares

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

  2. period ended2026-03-31
    13F 6,382 shares
    Change vs previous 13F +3,057 shares

    0.02% of the 13F portfolio, value $1,208,227.

    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: 2,556 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,826 shares

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

  3. period ended2025-12-31
    13F 3,325 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $630,129.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 3,112 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $556,485.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 3,101 shares
    Change vs previous 13F +1,714 shares

    0.02% of the 13F portfolio, value $554,059.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 1,387 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,637.

    13F-HR 0001085146-25-002578 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).