Skip to content
Disclosery

Diversify Advisory Services, LLC: FTI position timeline

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

Diversify Advisory Services, LLC held 25,830 FTI 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 25,830 shares
    Change vs previous 13F +8,874 shares

    0.02% of the 13F portfolio, value $1,938,300.

    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: 12,915 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,915 shares

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

  2. period ended2026-03-31
    13F 16,956 shares
    Change vs previous 13F -3,386 shares

    0.02% of the 13F portfolio, value $1,305,475.

    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: 16,956 shares

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

  3. period ended2025-12-31
    13F 20,342 shares
    Change vs previous 13F -1,726 shares

    0.02% of the 13F portfolio, value $1,036,603.

    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: 6,197 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,145 shares

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

  4. period ended2025-09-30
    13F 22,068 shares
    Change vs previous 13F -2,259 shares

    0.02% of the 13F portfolio, value $929,074.

    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: 6,673 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,395 shares

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

  5. period ended2025-06-30
    13F 24,327 shares
    Change vs previous 13F -2,295 shares

    0.02% of the 13F portfolio, value $854,351.

    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: 6,918 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,409 shares

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

  6. period ended2025-03-31
    13F 26,622 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $766,703.

    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: 7,506 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,116 shares

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

  7. period ended2024-12-31
    13F 27,402 shares
    Change vs previous 13F -1,724 shares

    0.03% of the 13F portfolio, value $868,668.

    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: 7,144 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,258 shares

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

  8. period ended2024-09-30
    13F 29,126 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $736,280.

    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: 7,872 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,254 shares

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