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Diversify Advisory Services, LLC: EMR position timeline

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

Diversify Advisory Services, LLC held 101,826 EMR 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 101,826 shares
    Change vs previous 13F +53,174 shares

    0.13% of the 13F portfolio, value $15,202,756.

    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: 50,913 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,913 shares

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

  2. period ended2026-03-31
    13F 48,652 shares
    Change vs previous 13F +1,670 shares

    0.12% of the 13F portfolio, value $6,643,913.

    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: 48,652 shares

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

  3. period ended2025-12-31
    13F 46,982 shares
    Change vs previous 13F -1,268 shares

    0.13% of the 13F portfolio, value $6,916,945.

    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: 13,216 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,766 shares

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

  4. period ended2025-09-30
    13F 48,250 shares
    Change vs previous 13F +3,045 shares

    0.14% of the 13F portfolio, value $6,756,411.

    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: 13,311 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,939 shares

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

  5. period ended2025-06-30
    13F 45,205 shares
    Change vs previous 13F +6,937 shares

    0.14% of the 13F portfolio, value $6,010,027.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,283 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,922 shares

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

  6. period ended2025-03-31
    13F 38,268 shares
    Change vs previous 13F +36,429 shares

    0.14% of the 13F portfolio, value $4,021,569.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,564 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,704 shares

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

  7. period ended2024-12-31
    13F 1,839 shares
    Change vs previous 13F -240 shares

    0.02% of the 13F portfolio, value $216,942.

    13F-HR 0001085146-25-000249 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: 1,839 shares

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

  8. period ended2024-09-30
    13F 2,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,625.

    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).