Skip to content
Disclosery

Diversify Advisory Services, LLC: GE position timeline

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

Diversify Advisory Services, LLC held 24,860 GE 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 24,860 shares
    Change vs previous 13F +8,236 shares

    0.08% of the 13F portfolio, value $8,989,800.

    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: 12,430 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,430 shares

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

  2. period ended2026-03-31
    13F 16,624 shares
    Change vs previous 13F +5,251 shares

    0.08% of the 13F portfolio, value $4,714,098.

    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: 16,624 shares

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

  3. period ended2025-12-31
    13F 11,373 shares
    Change vs previous 13F +2,702 shares

    0.07% of the 13F portfolio, value $3,713,538.

    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: 3,848 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,525 shares

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

  4. period ended2025-09-30
    13F 8,671 shares
    Change vs previous 13F +958 shares

    0.06% of the 13F portfolio, value $2,676,178.

    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: 2,948 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,723 shares

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

  5. period ended2025-06-30
    13F 7,713 shares
    Change vs previous 13F +1,178 shares

    0.05% of the 13F portfolio, value $2,156,881.

    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: 2,392 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,321 shares

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

  6. period ended2025-03-31
    13F 6,535 shares
    Change vs previous 13F -1,167 shares

    0.04% of the 13F portfolio, value $1,310,229.

    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: 1,302 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,233 shares

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

  7. period ended2024-12-31
    13F 7,702 shares
    Change vs previous 13F +1,379 shares

    0.04% of the 13F portfolio, value $1,322,237.

    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: 2,856 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,846 shares

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

  8. period ended2024-09-30
    13F 6,323 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,140,723.

    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: 1,638 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,685 shares

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