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Diversify Advisory Services, LLC: HEFA position timeline

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

Diversify Advisory Services, LLC held 21,154 HEFA 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 21,154 shares
    Change vs previous 13F +13,692 shares

    0.01% of the 13F portfolio, value $983,708.

    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: 10,577 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,577 shares

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

  2. period ended2026-03-31
    13F 7,462 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $324,621.

    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: 7,462 shares

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

  3. period ended2025-12-31
    13F 7,121 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $307,606.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 7,034 shares
    Change vs previous 13F +7,034 shares

    0.01% of the 13F portfolio, value $288,709.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,170 shares

    13F-HR 0001085146-25-005226 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 10,170 shares
    Change vs previous 13F +3,432 shares

    0.02% of the 13F portfolio, value $366,114.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 6,738 shares
    Change vs previous 13F -7,697 shares

    0.01% of the 13F portfolio, value $235,296.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 14,435 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $509,698.

    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).