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Diversify Advisory Services, LLC: EFV position timeline

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

Diversify Advisory Services, LLC held 236,434 EFV 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 236,434 shares
    Change vs previous 13F +28,277 shares

    0.16% of the 13F portfolio, value $18,808,320.

    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: 118,217 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 118,217 shares

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

  2. period ended2026-03-31
    13F 208,157 shares
    Change vs previous 13F -1,527 shares

    0.28% of the 13F portfolio, value $15,769,973.

    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: 208,157 shares

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

  3. period ended2025-12-31
    13F 209,684 shares
    Change vs previous 13F +122,083 shares

    0.29% of the 13F portfolio, value $15,297,087.

    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: 69,764 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 139,920 shares

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

  4. period ended2025-09-30
    13F 87,601 shares
    Change vs previous 13F +39,340 shares

    0.13% of the 13F portfolio, value $5,995,381.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 82,642 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,959 shares

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

  5. period ended2025-06-30
    13F 48,261 shares
    Change vs previous 13F -2,218 shares

    0.08% of the 13F portfolio, value $3,208,394.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,054 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,207 shares

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

  6. period ended2025-03-31
    13F 50,479 shares
    Change vs previous 13F -16,788 shares

    0.1% of the 13F portfolio, value $3,091,798.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 45,272 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,207 shares

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

  7. period ended2024-12-31
    13F 67,267 shares
    Change vs previous 13F +10,396 shares

    0.11% of the 13F portfolio, value $3,489,792.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 61,989 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,278 shares

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

  8. period ended2024-09-30
    13F 56,871 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,163,753.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 51,487 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,384 shares

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