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Diversify Advisory Services, LLC: ET position timeline

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

Diversify Advisory Services, LLC held 199,578 ET 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 199,578 shares
    Change vs previous 13F +62,497 shares

    0.03% of the 13F portfolio, value $3,973,600.

    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: 99,789 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 99,789 shares

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

  2. period ended2026-03-31
    13F 137,081 shares
    Change vs previous 13F +46,609 shares

    0.04% of the 13F portfolio, value $2,708,733.

    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: 52,202 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 84,879 shares

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

  3. period ended2025-12-31
    13F 90,472 shares
    Change vs previous 13F +1,182 shares

    0.05% of the 13F portfolio, value $1,569,697.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 89,290 shares
    Change vs previous 13F +1,145 shares

    0.05% of the 13F portfolio, value $1,502,757.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 88,145 shares
    Change vs previous 13F +18,208 shares

    0.06% of the 13F portfolio, value $1,532,842.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 69,937 shares
    Change vs previous 13F -847,878 shares

    0.07% of the 13F portfolio, value $1,191,726.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 917,815 shares
    Change vs previous 13F +11,026 shares

    0.98% of the 13F portfolio, value $17,823,961.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 906,789 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $14,853,204.

    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: 906,789 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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