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Diversify Advisory Services, LLC: EDGI position timeline

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

Diversify Advisory Services, LLC held 69,698 EDGI 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 69,698 shares
    Change vs previous 13F -2,276 shares

    0.02% of the 13F portfolio, value $2,125,782.

    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: 34,849 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,849 shares

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

  2. period ended2026-03-31
    13F 71,974 shares
    Change vs previous 13F +4,143 shares

    0.04% of the 13F portfolio, value $2,124,662.

    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: 71,974 shares

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

  3. period ended2025-12-31
    13F 67,831 shares
    Change vs previous 13F +3,076 shares

    0.04% of the 13F portfolio, value $1,991,071.

    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: 9,086 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,745 shares

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

  4. period ended2025-09-30
    13F 64,755 shares
    Change vs previous 13F +18,799 shares

    0.04% of the 13F portfolio, value $1,817,361.

    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: 7,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 56,976 shares

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

  5. period ended2025-06-30
    13F 45,956 shares
    Change vs previous 13F +34,406 shares

    0.08% of the 13F portfolio, value $1,226,405.

    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 11,550 shares
    Change vs previous 13F +154 shares

    0.02% of the 13F portfolio, value $282,050.

    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 11,396 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $257,402.

    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).