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Diversify Advisory Services, LLC: MGV position timeline

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

Diversify Advisory Services, LLC held 71,182 MGV 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 71,182 shares
    Change vs previous 13F +38,751 shares

    0.1% of the 13F portfolio, value $11,722,158.

    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: 35,591 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,591 shares

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

  2. period ended2026-03-31
    13F 32,431 shares
    Change vs previous 13F -375 shares

    0.09% of the 13F portfolio, value $4,877,298.

    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: 32,431 shares

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

  3. period ended2025-12-31
    13F 32,806 shares
    Change vs previous 13F +1,163 shares

    0.15% of the 13F portfolio, value $4,818,217.

    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 31,643 shares
    Change vs previous 13F +15,987 shares

    0.15% of the 13F portfolio, value $4,323,700.

    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 15,656 shares
    Change vs previous 13F +1,880 shares

    0.08% of the 13F portfolio, value $2,072,854.

    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 13,776 shares
    Change vs previous 13F +2,801 shares

    0.11% of the 13F portfolio, value $1,701,749.

    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 10,975 shares
    Change vs previous 13F -1,607 shares

    0.07% of the 13F portfolio, value $1,356,620.

    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 12,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,629,746.

    13F-HR 0001085146-24-005134 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).