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Diversify Advisory Services, LLC: KEP position timeline

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

Diversify Advisory Services, LLC held 313,320 KEP 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 313,320 shares
    Change vs previous 13F +167,129 shares

    0.03% of the 13F portfolio, value $3,825,644.

    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: 156,660 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 156,660 shares

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

  2. period ended2026-03-31
    13F 146,191 shares
    Change vs previous 13F +8,779 shares

    0.04% of the 13F portfolio, value $2,149,004.

    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: 146,191 shares

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

  3. period ended2025-12-31
    13F 137,412 shares
    Change vs previous 13F +11,347 shares

    0.05% of the 13F portfolio, value $2,614,703.

    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: 35,869 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 101,543 shares

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

  4. period ended2025-09-30
    13F 126,065 shares
    Change vs previous 13F +13,044 shares

    0.04% of the 13F portfolio, value $2,011,998.

    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: 32,733 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 93,332 shares

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

  5. period ended2025-06-30
    13F 113,021 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,591,335.

    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: 25,540 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 87,481 shares

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