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Diversify Advisory Services, LLC: JQUA position timeline

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

Diversify Advisory Services, LLC held 65,942 JQUA 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 65,942 shares
    Change vs previous 13F +23,751 shares

    0.04% of the 13F portfolio, value $4,736,644.

    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: 32,971 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,971 shares

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

  2. period ended2026-03-31
    13F 42,191 shares
    Change vs previous 13F +4,833 shares

    0.05% of the 13F portfolio, value $2,771,933.

    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: 42,191 shares

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

  3. period ended2025-12-31
    13F 37,358 shares
    Change vs previous 13F +22,802 shares

    0.08% of the 13F portfolio, value $2,400,632.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 14,556 shares
    Change vs previous 13F -3,674 shares

    0.03% of the 13F portfolio, value $910,480.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,556 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 18,230 shares
    Change vs previous 13F -7,007 shares

    0.03% of the 13F portfolio, value $1,117,284.

    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: 14,701 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,529 shares

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

  6. period ended2025-03-31
    13F 25,237 shares
    Change vs previous 13F +10,577 shares

    0.05% of the 13F portfolio, value $1,410,534.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,175 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,062 shares

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

  7. period ended2024-12-31
    13F 14,660 shares
    Change vs previous 13F -10,202 shares

    0.03% of the 13F portfolio, value $830,823.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,722 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,938 shares

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

  8. period ended2024-09-30
    13F 24,862 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,414,331.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,168 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,694 shares

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