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Diversify Advisory Services, LLC: EDGH position timeline

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

Diversify Advisory Services, LLC held 71,720 EDGH 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 71,720 shares
    Change vs previous 13F +31,898 shares

    0.02% of the 13F portfolio, value $2,370,338.

    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: 35,860 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,860 shares

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

  2. period ended2026-03-31
    13F 39,822 shares
    Change vs previous 13F -11,103 shares

    0.02% of the 13F portfolio, value $1,381,222.

    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: 39,822 shares

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

  3. period ended2025-12-31
    13F 50,925 shares
    Change vs previous 13F +6,575 shares

    0.03% of the 13F portfolio, value $1,620,227.

    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: 6,777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,148 shares

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

  4. period ended2025-09-30
    13F 44,350 shares
    Change vs previous 13F +12,421 shares

    0.07% of the 13F portfolio, value $1,283,048.

    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 31,929 shares
    Change vs previous 13F +9,561 shares

    0.05% of the 13F portfolio, value $845,163.

    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 22,368 shares
    Change vs previous 13F -289 shares

    0.04% of the 13F portfolio, value $588,055.

    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 22,657 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $553,961.

    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).