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Diversify Advisory Services, LLC: MKC position timeline

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

Diversify Advisory Services, LLC held 0 MKC shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -37,347 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 37,347 shares
    Change vs previous 13F +4,576 shares

    0.09% of the 13F portfolio, value $2,666,194.

    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: 9,098 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,249 shares

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

  3. period ended2024-09-30
    13F 32,771 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,592,028.

    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: 17,654 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,117 shares

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