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Diversify Advisory Services, LLC: MO position timeline

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

Diversify Advisory Services, LLC held 184,752 MO 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 184,752 shares
    Change vs previous 13F +78,518 shares

    0.11% of the 13F portfolio, value $13,466,588.

    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: 92,376 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 92,376 shares

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

  2. period ended2026-03-31
    13F 106,234 shares
    Change vs previous 13F +20,954 shares

    0.12% of the 13F portfolio, value $7,245,170.

    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: 15,066 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,168 shares

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

  3. period ended2025-12-31
    13F 85,280 shares
    Change vs previous 13F +344 shares

    0.1% of the 13F portfolio, value $5,257,294.

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

    • Diversify Advisory Services, LLC: 79,310 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,970 shares

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

  4. period ended2025-09-30
    13F 84,936 shares
    Change vs previous 13F +1,866 shares

    0.1% of the 13F portfolio, value $4,813,322.

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

    • Diversify Advisory Services, LLC: 79,589 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,347 shares

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

  5. period ended2025-06-30
    13F 83,070 shares
    Change vs previous 13F +10,716 shares

    0.13% of the 13F portfolio, value $5,483,433.

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

    • Diversify Advisory Services, LLC: 77,878 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,192 shares

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

  6. period ended2025-03-31
    13F 72,354 shares
    Change vs previous 13F +4,030 shares

    0.14% of the 13F portfolio, value $4,252,246.

    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: 67,626 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,728 shares

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

  7. period ended2024-12-31
    13F 68,324 shares
    Change vs previous 13F +3,075 shares

    0.11% of the 13F portfolio, value $3,475,626.

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

    • Diversify Advisory Services, LLC: 64,044 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,280 shares

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

  8. period ended2024-09-30
    13F 65,249 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,266,369.

    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).