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Diversify Advisory Services, LLC: HLI position timeline

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

Diversify Advisory Services, LLC held 3,568 HLI 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 3,568 shares
    Change vs previous 13F +1,721 shares

    <0.01% of the 13F portfolio, value $503,918.

    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: 1,784 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,784 shares

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

  2. period ended2026-03-31
    13F 1,847 shares
    Change vs previous 13F +550 shares

    0.01% of the 13F portfolio, value $288,180.

    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 1,297 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $234,225.

    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 1,285 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $228,822.

    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 1,582 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $305,944.

    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 1,423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $230,839.

    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).