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Diversify Advisory Services, LLC: DHR position timeline

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

Diversify Advisory Services, LLC held 4,262 DHR 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 4,262 shares
    Change vs previous 13F +1,941 shares

    0.01% of the 13F portfolio, value $837,460.

    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: 2,131 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,131 shares

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

  2. period ended2026-03-31
    13F 2,321 shares
    Change vs previous 13F -538 shares

    0.01% of the 13F portfolio, value $414,977.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,321 shares

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

  3. period ended2025-12-31
    13F 2,859 shares
    Change vs previous 13F -10,629 shares

    0.01% of the 13F portfolio, value $673,842.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,185 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,674 shares

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

  4. period ended2025-09-30
    13F 13,488 shares
    Change vs previous 13F +1,359 shares

    0.06% of the 13F portfolio, value $2,887,099.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,340 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,148 shares

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

  5. period ended2025-06-30
    13F 12,129 shares
    Change vs previous 13F +341 shares

    0.06% of the 13F portfolio, value $2,495,046.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 975 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,154 shares

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

  6. period ended2025-03-31
    13F 11,788 shares
    Change vs previous 13F +3,602 shares

    0.08% of the 13F portfolio, value $2,345,046.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,534 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,254 shares

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

  7. period ended2024-12-31
    13F 8,186 shares
    Change vs previous 13F -984 shares

    0.15% of the 13F portfolio, value $1,924,243.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,186 shares

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

  8. period ended2024-09-30
    13F 9,170 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,355,790.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,576 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,594 shares

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