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Diversify Advisory Services, LLC: JEPQ position timeline

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

Diversify Advisory Services, LLC held 69,344 JEPQ 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 69,344 shares
    Change vs previous 13F +37,027 shares

    0.03% of the 13F portfolio, value $4,003,910.

    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: 34,672 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,672 shares

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

  2. period ended2026-03-31
    13F 32,317 shares
    Change vs previous 13F +4,214 shares

    0.03% of the 13F portfolio, value $1,906,695.

    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: 32,317 shares

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

  3. period ended2025-12-31
    13F 28,103 shares
    Change vs previous 13F +2,331 shares

    0.03% of the 13F portfolio, value $1,660,506.

    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: 9,323 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,780 shares

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

  4. period ended2025-09-30
    13F 25,772 shares
    Change vs previous 13F +748 shares

    0.03% of the 13F portfolio, value $1,514,647.

    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: 7,912 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,860 shares

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

  5. period ended2025-06-30
    13F 25,024 shares
    Change vs previous 13F +4,611 shares

    0.03% of the 13F portfolio, value $1,394,608.

    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: 6,631 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,393 shares

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

  6. period ended2025-03-31
    13F 20,413 shares
    Change vs previous 13F +16,147 shares

    0.04% of the 13F portfolio, value $1,047,615.

    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: 4,586 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,827 shares

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

  7. period ended2024-12-31
    13F 4,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $238,796.

    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).