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Diversify Advisory Services, LLC: MC position timeline

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

Diversify Advisory Services, LLC held 28,924 MC 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 28,924 shares
    Change vs previous 13F -66,244 shares

    0.02% of the 13F portfolio, value $1,960,412.

    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: 14,462 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,462 shares

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

  2. period ended2026-03-31
    13F 95,168 shares
    Change vs previous 13F -31,505 shares

    0.11% of the 13F portfolio, value $6,381,011.

    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: 95,168 shares

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

  3. period ended2025-12-31
    13F 126,673 shares
    Change vs previous 13F +3,958 shares

    0.18% of the 13F portfolio, value $9,448,570.

    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: 31,743 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 94,930 shares

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

  4. period ended2025-09-30
    13F 122,715 shares
    Change vs previous 13F +8,201 shares

    0.17% of the 13F portfolio, value $7,780,089.

    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: 28,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 93,764 shares

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

  5. period ended2025-06-30
    13F 114,514 shares
    Change vs previous 13F +18,214 shares

    0.2% of the 13F portfolio, value $8,428,199.

    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: 25,325 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 89,189 shares

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

  6. period ended2025-03-31
    13F 96,300 shares
    Change vs previous 13F +22,046 shares

    0.17% of the 13F portfolio, value $5,133,772.

    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: 20,002 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 76,298 shares

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

  7. period ended2024-12-31
    13F 74,254 shares
    Change vs previous 13F +7,143 shares

    0.17% of the 13F portfolio, value $5,304,708.

    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: 15,278 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,976 shares

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

  8. period ended2024-09-30
    13F 67,111 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,659,946.

    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: 37,355 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,756 shares

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