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Diversify Advisory Services, LLC: EDGU position timeline

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

Diversify Advisory Services, LLC held 106,530 EDGU 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 106,530 shares
    Change vs previous 13F +83,201 shares

    0.03% of the 13F portfolio, value $3,303,486.

    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: 53,265 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,265 shares

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

  2. period ended2026-03-31
    13F 23,329 shares
    Change vs previous 13F +4,071 shares

    0.01% of the 13F portfolio, value $694,282.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 19,258 shares
    Change vs previous 13F +212 shares

    0.03% of the 13F portfolio, value $558,419.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 19,046 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $548,307.

    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 18,734 shares
    Change vs previous 13F +432 shares

    0.03% of the 13F portfolio, value $500,377.

    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 18,302 shares
    Change vs previous 13F -27,491 shares

    0.03% of the 13F portfolio, value $436,057.

    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 45,793 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,132,452.

    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).