Skip to content
Disclosery

Diversify Advisory Services, LLC: GEV position timeline

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

Diversify Advisory Services, LLC held 17,650 GEV 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 17,650 shares
    Change vs previous 13F +8,967 shares

    0.15% of the 13F portfolio, value $17,590,334.

    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: 8,825 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,825 shares

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

  2. period ended2026-03-31
    13F 8,683 shares
    Change vs previous 13F +1,843 shares

    0.16% of the 13F portfolio, value $9,230,540.

    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: 8,683 shares

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

  3. period ended2025-12-31
    13F 6,840 shares
    Change vs previous 13F +3,831 shares

    0.08% of the 13F portfolio, value $4,505,107.

    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: 1,531 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,309 shares

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

  4. period ended2025-09-30
    13F 3,009 shares
    Change vs previous 13F -182 shares

    0.04% of the 13F portfolio, value $1,749,183.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,658 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,351 shares

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

  5. period ended2025-06-30
    13F 3,191 shares
    Change vs previous 13F +1,896 shares

    0.05% of the 13F portfolio, value $2,098,162.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,873 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,318 shares

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

  6. period ended2025-03-31
    13F 1,295 shares
    Change vs previous 13F +146 shares

    0.04% of the 13F portfolio, value $480,692.

    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 1,149 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $421,798.

    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).

  8. period ended2024-09-30
    13F 1,100 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $307,868.

    13F-HR 0001085146-24-005172 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).