Skip to content
Disclosery

Diversify Advisory Services, LLC: GIS position timeline

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

Diversify Advisory Services, LLC held 21,508 GIS 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 21,508 shares
    Change vs previous 13F +1,516 shares

    0.01% of the 13F portfolio, value $787,394.

    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: 10,754 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,754 shares

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

  2. period ended2026-03-31
    13F 19,992 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $689,128.

    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: 19,992 shares

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

  3. period ended2025-12-31
    13F 21,592 shares
    Change vs previous 13F +274 shares

    0.02% of the 13F portfolio, value $958,273.

    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: 10,006 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,586 shares

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

  4. period ended2025-09-30
    13F 21,318 shares
    Change vs previous 13F -2,592 shares

    0.02% of the 13F portfolio, value $989,785.

    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: 9,896 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,422 shares

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

  5. period ended2025-06-30
    13F 23,910 shares
    Change vs previous 13F -684 shares

    0.03% of the 13F portfolio, value $1,175,428.

    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: 12,392 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,518 shares

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

  6. period ended2025-03-31
    13F 24,594 shares
    Change vs previous 13F +429 shares

    0.05% of the 13F portfolio, value $1,380,973.

    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: 13,146 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,448 shares

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

  7. period ended2024-12-31
    13F 24,165 shares
    Change vs previous 13F -1,090 shares

    0.05% of the 13F portfolio, value $1,413,698.

    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: 12,562 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,603 shares

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

  8. period ended2024-09-30
    13F 25,255 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,739,795.

    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: 15,608 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,647 shares

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