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Diversify Advisory Services, LLC: FLOT position timeline

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

Diversify Advisory Services, LLC held 34,568 FLOT 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 34,568 shares
    Change vs previous 13F +18,636 shares

    0.01% of the 13F portfolio, value $1,765,000.

    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: 17,284 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,284 shares

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

  2. period ended2026-03-31
    13F 15,932 shares
    Change vs previous 13F -4,753 shares

    0.01% of the 13F portfolio, value $812,191.

    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: 15,932 shares

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

  3. period ended2025-12-31
    13F 20,685 shares
    Change vs previous 13F -866 shares

    0.02% of the 13F portfolio, value $1,053,724.

    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: 8,773 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,912 shares

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

  4. period ended2025-09-30
    13F 21,551 shares
    Change vs previous 13F +408 shares

    0.02% of the 13F portfolio, value $1,095,448.

    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: 9,651 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,900 shares

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

  5. period ended2025-06-30
    13F 21,143 shares
    Change vs previous 13F +1,682 shares

    0.03% of the 13F portfolio, value $1,077,264.

    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: 9,252 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,891 shares

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

  6. period ended2025-03-31
    13F 19,461 shares
    Change vs previous 13F -5,371 shares

    0.03% of the 13F portfolio, value $990,913.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,477 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,984 shares

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

  7. period ended2024-12-31
    13F 24,832 shares
    Change vs previous 13F +6,055 shares

    0.04% of the 13F portfolio, value $1,265,166.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,832 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,000 shares

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

  8. period ended2024-09-30
    13F 18,777 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $957,301.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,793 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,984 shares

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