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Diversify Advisory Services, LLC: HLF position timeline

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

Diversify Advisory Services, LLC held 208,918 HLF 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 208,918 shares
    Change vs previous 13F +175,862 shares

    0.02% of the 13F portfolio, value $2,544,622.

    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: 104,459 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 104,459 shares

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

  2. period ended2026-03-31
    13F 33,056 shares
    Change vs previous 13F -70,293 shares

    0.01% of the 13F portfolio, value $528,235.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 103,349 shares
    Change vs previous 13F -242,036 shares

    0.08% of the 13F portfolio, value $1,613,278.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 345,385 shares
    Change vs previous 13F +70,061 shares

    0.16% of the 13F portfolio, value $2,787,255.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 275,324 shares
    Change vs previous 13F +4,723 shares

    0.16% of the 13F portfolio, value $2,521,966.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 270,601 shares
    Change vs previous 13F +78,530 shares

    0.14% of the 13F portfolio, value $1,913,149.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 192,071 shares
    Change vs previous 13F +32,572 shares

    0.1% of the 13F portfolio, value $1,265,748.

    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).

  8. period ended2024-09-30
    13F 159,499 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,113,303.

    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).