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Diversify Advisory Services, LLC: FUTU position timeline

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

Diversify Advisory Services, LLC held 0 FUTU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -13,173 shares

    13F-HR 0002030780-26-000004 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 13,173 shares
    Change vs previous 13F +472 shares

    0.04% of the 13F portfolio, value $2,018,043.

    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: 13,173 shares

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

  3. period ended2025-12-31
    13F 12,701 shares
    Change vs previous 13F +801 shares

    0.04% of the 13F portfolio, value $2,298,218.

    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: 3,235 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,466 shares

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

  4. period ended2025-09-30
    13F 11,900 shares
    Change vs previous 13F +309 shares

    0.05% of the 13F portfolio, value $2,311,416.

    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: 2,938 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,962 shares

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

  5. period ended2025-06-30
    13F 11,591 shares
    Change vs previous 13F +4,432 shares

    0.05% of the 13F portfolio, value $1,914,684.

    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: 2,712 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,879 shares

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

  6. period ended2025-03-31
    13F 7,159 shares
    Change vs previous 13F +1,092 shares

    0.05% of the 13F portfolio, value $659,115.

    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 6,067 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $457,482.

    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).