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Diversify Advisory Services, LLC: FALN position timeline

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

Diversify Advisory Services, LLC held 280,666 FALN 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 280,666 shares
    Change vs previous 13F +151,235 shares

    0.06% of the 13F portfolio, value $7,547,114.

    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: 140,333 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 140,333 shares

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

  2. period ended2026-03-31
    13F 129,431 shares
    Change vs previous 13F -8,602 shares

    0.06% of the 13F portfolio, value $3,504,353.

    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 138,033 shares
    Change vs previous 13F +7,794 shares

    0.18% of the 13F portfolio, value $3,797,288.

    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 130,239 shares
    Change vs previous 13F +5,387 shares

    0.21% of the 13F portfolio, value $3,560,739.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 124,852 shares
    Change vs previous 13F +3,603 shares

    0.21% of the 13F portfolio, value $3,382,233.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 121,249 shares
    Change vs previous 13F -49,706 shares

    0.24% of the 13F portfolio, value $3,207,029.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 170,955 shares
    Change vs previous 13F +3,766 shares

    0.36% of the 13F portfolio, value $4,562,799.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 167,189 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,505,744.

    13F-HR 0001085146-24-005172 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).