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Diversify Advisory Services, LLC: LQD position timeline

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

Diversify Advisory Services, LLC held 254,572 LQD 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 254,572 shares
    Change vs previous 13F +126,472 shares

    0.23% of the 13F portfolio, value $27,114,364.

    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: 127,286 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 127,286 shares

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

  2. period ended2026-03-31
    13F 128,100 shares
    Change vs previous 13F +3,677 shares

    0.25% of the 13F portfolio, value $13,928,338.

    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: 128,100 shares

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

  3. period ended2025-12-31
    13F 124,423 shares
    Change vs previous 13F +112,278 shares

    0.26% of the 13F portfolio, value $13,758,204.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 120,112 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,311 shares

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

  4. period ended2025-09-30
    13F 12,145 shares
    Change vs previous 13F -610 shares

    0.03% of the 13F portfolio, value $1,342,375.

    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: 8,644 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,501 shares

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

  5. period ended2025-06-30
    13F 12,755 shares
    Change vs previous 13F +1,273 shares

    0.03% of the 13F portfolio, value $1,398,927.

    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: 9,003 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,752 shares

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

  6. period ended2025-03-31
    13F 11,482 shares
    Change vs previous 13F +1,815 shares

    0.04% of the 13F portfolio, value $1,245,690.

    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: 7,588 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,894 shares

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

  7. period ended2024-12-31
    13F 9,667 shares
    Change vs previous 13F -251,518 shares

    0.03% of the 13F portfolio, value $1,018,857.

    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: 5,842 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,825 shares

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

  8. period ended2024-09-30
    13F 261,185 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $28,627,047.

    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: 257,311 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,874 shares

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