Skip to content
Disclosery

Diversify Advisory Services, LLC: HD position timeline

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

Diversify Advisory Services, LLC held 66,402 HD 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 66,402 shares
    Change vs previous 13F +33,389 shares

    0.19% of the 13F portfolio, value $22,317,298.

    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: 33,201 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,201 shares

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

  2. period ended2026-03-31
    13F 33,013 shares
    Change vs previous 13F +3,151 shares

    0.17% of the 13F portfolio, value $10,656,914.

    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: 1,117 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,896 shares

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

  3. period ended2025-12-31
    13F 29,862 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $11,345,884.

    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: 14,016 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,846 shares

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

  4. period ended2025-09-30
    13F 29,757 shares
    Change vs previous 13F +328 shares

    0.24% of the 13F portfolio, value $11,258,838.

    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: 14,210 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,547 shares

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

  5. period ended2025-06-30
    13F 29,429 shares
    Change vs previous 13F +7,226 shares

    0.28% of the 13F portfolio, value $11,653,880.

    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: 14,459 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,970 shares

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

  6. period ended2025-03-31
    13F 22,203 shares
    Change vs previous 13F -2,336 shares

    0.27% of the 13F portfolio, value $7,970,916.

    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: 8,938 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,265 shares

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

  7. period ended2024-12-31
    13F 24,539 shares
    Change vs previous 13F +3,671 shares

    0.31% of the 13F portfolio, value $9,567,386.

    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: 7,386 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,153 shares

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

  8. period ended2024-09-30
    13F 20,868 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,358,564.

    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: 8,474 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,394 shares

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