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Diversify Advisory Services, LLC: FCN position timeline

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

Diversify Advisory Services, LLC held 12,396 FCN 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 12,396 shares
    Change vs previous 13F +6,061 shares

    0.02% of the 13F portfolio, value $2,006,664.

    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: 6,198 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,198 shares

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

  2. period ended2026-03-31
    13F 6,335 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $1,136,056.

    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: 6,335 shares

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

  3. period ended2025-12-31
    13F 6,557 shares
    Change vs previous 13F -860 shares

    0.02% of the 13F portfolio, value $1,160,269.

    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: 1,193 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,364 shares

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

  4. period ended2025-09-30
    13F 7,417 shares
    Change vs previous 13F +167 shares

    0.07% of the 13F portfolio, value $1,224,324.

    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 7,250 shares
    Change vs previous 13F +1,054 shares

    0.07% of the 13F portfolio, value $1,199,440.

    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 6,196 shares
    Change vs previous 13F +593 shares

    0.08% of the 13F portfolio, value $1,018,127.

    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 5,603 shares
    Change vs previous 13F -206 shares

    0.08% of the 13F portfolio, value $1,080,146.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,603 shares

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

  8. period ended2024-09-30
    13F 5,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,333,091.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,066 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,743 shares

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