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Diversify Advisory Services, LLC: EW position timeline

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

Diversify Advisory Services, LLC held 10,088 EW 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 10,088 shares
    Change vs previous 13F +6,178 shares

    0.01% of the 13F portfolio, value $837,708.

    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: 5,044 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,044 shares

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

  2. period ended2026-03-31
    13F 3,910 shares
    Change vs previous 13F -46,598 shares

    0.01% of the 13F portfolio, value $317,570.

    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: 3,910 shares

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

  3. period ended2025-12-31
    13F 50,508 shares
    Change vs previous 13F -16,973 shares

    0.08% of the 13F portfolio, value $4,236,460.

    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: 3,692 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,816 shares

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

  4. period ended2025-09-30
    13F 67,481 shares
    Change vs previous 13F -13,977 shares

    0.12% of the 13F portfolio, value $5,605,626.

    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: 21,229 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,252 shares

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

  5. period ended2025-06-30
    13F 81,458 shares
    Change vs previous 13F +11,825 shares

    0.15% of the 13F portfolio, value $6,266,532.

    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: 27,948 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,510 shares

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

  6. period ended2025-03-31
    13F 69,633 shares
    Change vs previous 13F +13,191 shares

    0.18% of the 13F portfolio, value $5,311,599.

    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: 23,651 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,982 shares

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

  7. period ended2024-12-31
    13F 56,442 shares
    Change vs previous 13F +16,017 shares

    0.13% of the 13F portfolio, value $4,143,965.

    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: 19,001 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,441 shares

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

  8. period ended2024-09-30
    13F 40,425 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,824,682.

    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: 21,699 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,726 shares

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