Skip to content
Disclosery

Diversify Advisory Services, LLC: MAR position timeline

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

Diversify Advisory Services, LLC held 6,936 MAR 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 6,936 shares
    Change vs previous 13F +1,218 shares

    0.02% of the 13F portfolio, value $2,656,880.

    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: 3,468 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,468 shares

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

  2. period ended2026-03-31
    13F 5,718 shares
    Change vs previous 13F +3,291 shares

    0.03% of the 13F portfolio, value $2,023,823.

    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: 2,356 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,362 shares

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

  3. period ended2025-12-31
    13F 2,427 shares
    Change vs previous 13F +768 shares

    0.03% of the 13F portfolio, value $790,911.

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

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

  4. period ended2025-09-30
    13F 1,659 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $437,794.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,686 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $446,807.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,624 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $389,224.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,720 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $465,722.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,737 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $461,158.

    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: 1,737 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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