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Diversify Advisory Services, LLC: DIA position timeline

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

Diversify Advisory Services, LLC held 3,762 DIA 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 3,762 shares
    Change vs previous 13F -16,422 shares

    0.02% of the 13F portfolio, value $1,961,434.

    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: 1,881 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,881 shares

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

  2. period ended2026-03-31
    13F 20,184 shares
    Change vs previous 13F +18,364 shares

    0.16% of the 13F portfolio, value $9,863,180.

    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: 705 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,479 shares

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

  3. period ended2025-12-31
    13F 1,820 shares
    Change vs previous 13F +956 shares

    0.02% of the 13F portfolio, value $896,538.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 952 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 868 shares

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

  4. period ended2025-09-30
    13F 864 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $409,298.

    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).

  5. period ended2025-06-30
    13F 862 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $383,092.

    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).

  6. period ended2025-03-31
    13F 858 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $347,583.

    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).

  7. period ended2024-12-31
    13F 999 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $418,898.

    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).

  8. period ended2024-09-30
    13F 998 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $424,382.

    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).