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Diversify Advisory Services, LLC: ERIC position timeline

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

Diversify Advisory Services, LLC held 22,400 ERIC 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 22,400 shares
    Change vs previous 13F +11,809 shares

    <0.01% of the 13F portfolio, value $216,600.

    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: 11,200 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,200 shares

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

  2. period ended2026-03-31
    13F 10,591 shares
    Change vs previous 13F -809 shares

    <0.01% of the 13F portfolio, value $121,109.

    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 11,400 shares
    Change vs previous 13F -4,566 shares

    <0.01% of the 13F portfolio, value $107,159.

    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 15,966 shares
    Change vs previous 13F -164,832 shares

    0.01% of the 13F portfolio, value $163,971.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,966 shares

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

  5. period ended2025-06-30
    13F 180,798 shares
    Change vs previous 13F +28,130 shares

    0.03% of the 13F portfolio, value $1,375,872.

    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: 42,021 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 138,777 shares

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

  6. period ended2025-03-31
    13F 152,668 shares
    Change vs previous 13F +31,653 shares

    0.04% of the 13F portfolio, value $1,267,151.

    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: 33,660 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 119,008 shares

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

  7. period ended2024-12-31
    13F 121,015 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $983,850.

    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: 20,367 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 100,648 shares

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