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Diversify Advisory Services, LLC: MA position timeline

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

Diversify Advisory Services, LLC held 54,708 MA 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 54,708 shares
    Change vs previous 13F +26,303 shares

    0.25% of the 13F portfolio, value $30,182,428.

    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: 27,354 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,354 shares

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

  2. period ended2026-03-31
    13F 28,405 shares
    Change vs previous 13F +3,067 shares

    0.24% of the 13F portfolio, value $14,919,120.

    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: 2,460 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,945 shares

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

  3. period ended2025-12-31
    13F 25,338 shares
    Change vs previous 13F +1,048 shares

    0.26% of the 13F portfolio, value $13,735,783.

    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: 13,350 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,988 shares

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

  4. period ended2025-09-30
    13F 24,290 shares
    Change vs previous 13F +700 shares

    0.28% of the 13F portfolio, value $13,215,725.

    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: 12,765 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,525 shares

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

  5. period ended2025-06-30
    13F 23,590 shares
    Change vs previous 13F +4,419 shares

    0.32% of the 13F portfolio, value $13,544,857.

    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: 12,071 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,519 shares

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

  6. period ended2025-03-31
    13F 19,171 shares
    Change vs previous 13F +2,645 shares

    0.35% of the 13F portfolio, value $10,346,231.

    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: 8,329 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,842 shares

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

  7. period ended2024-12-31
    13F 16,526 shares
    Change vs previous 13F +1,545 shares

    0.27% of the 13F portfolio, value $8,340,231.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,073 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,453 shares

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

  8. period ended2024-09-30
    13F 14,981 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,691,534.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,934 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,047 shares

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