Skip to content
Disclosery

Diversify Advisory Services, LLC: JEPI position timeline

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

Diversify Advisory Services, LLC held 230,930 JEPI 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 230,930 shares
    Change vs previous 13F +133,483 shares

    0.11% of the 13F portfolio, value $13,183,790.

    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: 115,465 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,465 shares

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

  2. period ended2026-03-31
    13F 97,447 shares
    Change vs previous 13F +12,931 shares

    0.1% of the 13F portfolio, value $5,566,185.

    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: 97,447 shares

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

  3. period ended2025-12-31
    13F 84,516 shares
    Change vs previous 13F +815 shares

    0.09% of the 13F portfolio, value $4,926,725.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 61,634 shares

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

  4. period ended2025-09-30
    13F 83,701 shares
    Change vs previous 13F +5,728 shares

    0.1% of the 13F portfolio, value $4,719,927.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 30,924 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,777 shares

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

  5. period ended2025-06-30
    13F 77,973 shares
    Change vs previous 13F +19,622 shares

    0.1% of the 13F portfolio, value $4,392,974.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,963 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,010 shares

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

  6. period ended2025-03-31
    13F 58,351 shares
    Change vs previous 13F +5,431 shares

    0.11% of the 13F portfolio, value $3,225,627.

    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: 11,529 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,822 shares

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

  7. period ended2024-12-31
    13F 52,920 shares
    Change vs previous 13F +3,741 shares

    0.1% of the 13F portfolio, value $3,019,616.

    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: 19,361 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,559 shares

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

  8. period ended2024-09-30
    13F 49,179 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,929,208.

    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: 22,653 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,526 shares

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