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Diversify Advisory Services, LLC: EXLS position timeline

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

Diversify Advisory Services, LLC held 84,824 EXLS 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 84,824 shares
    Change vs previous 13F +46,661 shares

    0.02% of the 13F portfolio, value $2,422,590.

    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: 42,412 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,412 shares

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

  2. period ended2026-03-31
    13F 38,163 shares
    Change vs previous 13F +4,237 shares

    0.02% of the 13F portfolio, value $1,190,294.

    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: 38,163 shares

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

  3. period ended2025-12-31
    13F 33,926 shares
    Change vs previous 13F +2,727 shares

    0.03% of the 13F portfolio, value $1,424,337.

    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: 9,451 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,475 shares

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

  4. period ended2025-09-30
    13F 31,199 shares
    Change vs previous 13F +6,462 shares

    0.03% of the 13F portfolio, value $1,221,753.

    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: 8,368 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,831 shares

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

  5. period ended2025-06-30
    13F 24,737 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,052,312.

    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: 6,618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,119 shares

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