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Diversify Advisory Services, LLC: JULW position timeline

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

Diversify Advisory Services, LLC held 68,202 JULW 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 68,202 shares
    Change vs previous 13F +33,101 shares

    0.02% of the 13F portfolio, value $2,774,130.

    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: 34,101 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,101 shares

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

  2. period ended2026-03-31
    13F 35,101 shares
    Change vs previous 13F -499 shares

    0.03% of the 13F portfolio, value $1,407,554.

    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: 35,101 shares

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

  3. period ended2025-12-31
    13F 35,600 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,400,504.

    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 35,600 shares
    Change vs previous 13F -1,901 shares

    0.05% of the 13F portfolio, value $1,375,410.

    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 37,501 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,417,538.

    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 37,501 shares
    Change vs previous 13F -4,000 shares

    0.08% of the 13F portfolio, value $1,287,199.

    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 41,501 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,451,439.

    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 41,501 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,441,330.

    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).