Skip to content
Disclosery

Diversify Advisory Services, LLC: IT position timeline

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

Diversify Advisory Services, LLC held 0 IT shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,842 shares

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

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

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

  2. period ended2025-03-31
    13F 1,842 shares
    Change vs previous 13F -362 shares

    0.03% of the 13F portfolio, value $774,727.

    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: 825 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,017 shares

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

  3. period ended2024-12-31
    13F 2,204 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $1,077,756.

    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: 848 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,356 shares

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

  4. period ended2024-09-30
    13F 2,765 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,443,270.

    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: 1,072 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,693 shares

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