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Diversify Advisory Services, LLC: FICO position timeline

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

Diversify Advisory Services, LLC held 1,012 FICO 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 1,012 shares
    Change vs previous 13F -1,060 shares

    0.01% of the 13F portfolio, value $1,296,168.

    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: 506 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 506 shares

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

  2. period ended2026-03-31
    13F 2,072 shares
    Change vs previous 13F +198 shares

    0.04% of the 13F portfolio, value $2,162,371.

    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: 2,072 shares

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

  3. period ended2025-12-31
    13F 1,874 shares
    Change vs previous 13F +298 shares

    0.06% of the 13F portfolio, value $3,034,315.

    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: 137 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,737 shares

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

  4. period ended2025-09-30
    13F 1,576 shares
    Change vs previous 13F -192 shares

    0.06% of the 13F portfolio, value $2,601,352.

    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: 206 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,370 shares

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

  5. period ended2025-06-30
    13F 1,768 shares
    Change vs previous 13F +133 shares

    0.06% of the 13F portfolio, value $2,331,580.

    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: 436 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,332 shares

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

  6. period ended2025-03-31
    13F 1,635 shares
    Change vs previous 13F +128 shares

    0.11% of the 13F portfolio, value $3,207,230.

    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: 473 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,162 shares

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

  7. period ended2024-12-31
    13F 1,507 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $2,889,869.

    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: 444 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,063 shares

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

  8. period ended2024-09-30
    13F 1,442 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,893,470.

    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: 391 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,051 shares

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