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Diversify Advisory Services, LLC: JAAA position timeline

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

Diversify Advisory Services, LLC held 405,554 JAAA 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 405,554 shares
    Change vs previous 13F +179,789 shares

    0.17% of the 13F portfolio, value $20,545,392.

    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: 202,777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 202,777 shares

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

  2. period ended2026-03-31
    13F 225,765 shares
    Change vs previous 13F +90,548 shares

    0.2% of the 13F portfolio, value $11,446,295.

    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: 225,765 shares

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

  3. period ended2025-12-31
    13F 135,217 shares
    Change vs previous 13F +29,671 shares

    0.13% of the 13F portfolio, value $6,859,249.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 101,679 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,538 shares

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

  4. period ended2025-09-30
    13F 105,546 shares
    Change vs previous 13F -12,473 shares

    0.18% of the 13F portfolio, value $5,335,365.

    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 118,019 shares
    Change vs previous 13F -28,778 shares

    0.23% of the 13F portfolio, value $5,980,016.

    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).

  6. period ended2025-03-31
    13F 146,797 shares
    Change vs previous 13F +24,592 shares

    0.46% of the 13F portfolio, value $7,419,133.

    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 122,205 shares
    Change vs previous 13F -60,522 shares

    0.34% of the 13F portfolio, value $6,206,784.

    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 182,727 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $9,284,343.

    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).