Skip to content
Disclosery

Diversify Advisory Services, LLC: KC position timeline

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

Diversify Advisory Services, LLC held 0 KC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -15,619 shares

    13F-HR 0002030780-26-000004 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 15,619 shares
    Change vs previous 13F -71,997 shares

    <0.01% of the 13F portfolio, value $232,567.

    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: 15,619 shares

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

  3. period ended2025-12-31
    13F 87,616 shares
    Change vs previous 13F -2,687 shares

    0.02% of the 13F portfolio, value $1,102,624.

    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: 23,107 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 64,509 shares

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

  4. period ended2025-09-30
    13F 90,303 shares
    Change vs previous 13F +3,217 shares

    0.02% of the 13F portfolio, value $1,138,725.

    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: 22,686 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,617 shares

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

  5. period ended2025-06-30
    13F 87,086 shares
    Change vs previous 13F +20,197 shares

    0.03% of the 13F portfolio, value $1,165,208.

    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: 20,812 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,274 shares

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

  6. period ended2025-03-31
    13F 66,889 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $830,761.

    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: 15,298 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,591 shares

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