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Diversify Advisory Services, LLC: F position timeline

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

Diversify Advisory Services, LLC held 210,716 F 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 210,716 shares
    Change vs previous 13F +140,717 shares

    0.03% of the 13F portfolio, value $3,093,324.

    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: 105,358 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 105,358 shares

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

  2. period ended2026-03-31
    13F 69,999 shares
    Change vs previous 13F +13,417 shares

    0.02% of the 13F portfolio, value $856,792.

    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: 69,999 shares

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

  3. period ended2025-12-31
    13F 56,582 shares
    Change vs previous 13F -670 shares

    0.02% of the 13F portfolio, value $769,510.

    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 57,252 shares
    Change vs previous 13F +271 shares

    0.03% of the 13F portfolio, value $744,847.

    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 56,981 shares
    Change vs previous 13F +12,176 shares

    0.02% of the 13F portfolio, value $641,031.

    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 44,805 shares
    Change vs previous 13F -3,551 shares

    0.03% of the 13F portfolio, value $454,770.

    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 48,356 shares
    Change vs previous 13F -13,783 shares

    0.03% of the 13F portfolio, value $466,639.

    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 62,139 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $690,359.

    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).