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Diversify Advisory Services, LLC: MKL position timeline

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

Diversify Advisory Services, LLC held 1,362 MKL 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 1,362 shares
    Change vs previous 13F +676 shares

    0.02% of the 13F portfolio, value $2,744,362.

    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: 681 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 681 shares

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

  2. period ended2026-03-31
    13F 686 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $1,206,818.

    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: 686 shares

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

  3. period ended2025-12-31
    13F 663 shares
    Change vs previous 13F -218 shares

    0.03% of the 13F portfolio, value $1,386,148.

    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: 116 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 547 shares

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

  4. period ended2025-09-30
    13F 881 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $1,722,452.

    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: 111 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 770 shares

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

  5. period ended2025-06-30
    13F 852 shares
    Change vs previous 13F +203 shares

    0.04% of the 13F portfolio, value $1,642,315.

    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: 107 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 745 shares

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

  6. period ended2025-03-31
    13F 649 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $1,181,135.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 561 shares
    Change vs previous 13F +135 shares

    0.07% of the 13F portfolio, value $931,339.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 426 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $667,781.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 426 shares

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