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Diversify Advisory Services, LLC: HEI-A position timeline

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

Diversify Advisory Services, LLC held 5,502 HEI-A 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 5,502 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $1,427,140.

    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: 2,751 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,751 shares

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

  2. period ended2026-03-31
    13F 3,937 shares
    Change vs previous 13F +2,510 shares

    0.01% of the 13F portfolio, value $792,340.

    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: 1,357 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,580 shares

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

  3. period ended2025-12-31
    13F 1,427 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $388,775.

    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 1,489 shares
    Change vs previous 13F -921 shares

    0.01% of the 13F portfolio, value $366,288.

    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: 1,489 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 2,410 shares
    Change vs previous 13F -680 shares

    0.01% of the 13F portfolio, value $594,856.

    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: 1,437 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 973 shares

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

  6. period ended2025-03-31
    13F 3,090 shares
    Change vs previous 13F +3,090 shares

    0.02% of the 13F portfolio, value $614,798.

    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: 2,025 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,065 shares

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,144 shares

    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).

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

  8. period ended2024-09-30
    13F 1,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,615.

    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).