Skip to content
Disclosery

Diversify Advisory Services, LLC: DSI position timeline

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

Diversify Advisory Services, LLC held 13,494 DSI 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 13,494 shares
    Change vs previous 13F +6,228 shares

    0.02% of the 13F portfolio, value $1,856,628.

    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: 6,747 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,747 shares

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

  2. period ended2026-03-31
    13F 7,266 shares
    Change vs previous 13F -1,838 shares

    0.02% of the 13F portfolio, value $977,505.

    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: 7,266 shares

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

  3. period ended2025-12-31
    13F 9,104 shares
    Change vs previous 13F +5,022 shares

    0.02% of the 13F portfolio, value $1,193,615.

    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: 3,644 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,460 shares

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

  4. period ended2025-09-30
    13F 4,082 shares
    Change vs previous 13F -1,214 shares

    0.02% of the 13F portfolio, value $531,150.

    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 5,296 shares
    Change vs previous 13F -3,589 shares

    0.02% of the 13F portfolio, value $642,670.

    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 8,885 shares
    Change vs previous 13F -2,356 shares

    0.06% of the 13F portfolio, value $903,693.

    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).

  7. period ended2024-12-31
    13F 11,241 shares
    Change vs previous 13F -4,574 shares

    0.07% of the 13F portfolio, value $1,226,843.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 15,815 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,744,677.

    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).