Diversify Advisory Services, LLC: KFY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on KFY, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 18,152 KFY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 18,152 sharesChange vs previous 13F +18,152 shares
0.01% of the 13F portfolio, value $1,473,422.
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: 9,076 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 9,076 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -25,109 shares
13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 25,109 sharesChange vs previous 13F -25 shares
0.1% of the 13F portfolio, value $1,549,753.
13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,134 sharesChange vs previous 13F +53 shares
0.09% of the 13F portfolio, value $1,644,297.
13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,081 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,752,911.
13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).