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Diversify Advisory Services, LLC: GS position timeline

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

Diversify Advisory Services, LLC held 13,748 GS 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 13,748 shares
    Change vs previous 13F +6,673 shares

    0.12% of the 13F portfolio, value $14,410,438.

    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: 6,874 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,874 shares

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

  2. period ended2026-03-31
    13F 7,075 shares
    Change vs previous 13F +86 shares

    0.1% of the 13F portfolio, value $6,406,979.

    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: 717 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,358 shares

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

  3. period ended2025-12-31
    13F 6,989 shares
    Change vs previous 13F -644 shares

    0.13% of the 13F portfolio, value $6,689,875.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,574 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,415 shares

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

  4. period ended2025-09-30
    13F 7,633 shares
    Change vs previous 13F -1,998 shares

    0.13% of the 13F portfolio, value $5,996,070.

    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: 6,189 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,444 shares

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

  5. period ended2025-06-30
    13F 9,631 shares
    Change vs previous 13F +3,711 shares

    0.17% of the 13F portfolio, value $7,159,720.

    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: 8,274 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,357 shares

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

  6. period ended2025-03-31
    13F 5,920 shares
    Change vs previous 13F +1,034 shares

    0.11% of the 13F portfolio, value $3,249,839.

    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: 4,517 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,403 shares

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

  7. period ended2024-12-31
    13F 4,886 shares
    Change vs previous 13F +887 shares

    0.09% of the 13F portfolio, value $2,736,089.

    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: 3,464 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,422 shares

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

  8. period ended2024-09-30
    13F 3,999 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,072,706.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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