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Diversify Advisory Services, LLC: MORN position timeline

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

Diversify Advisory Services, LLC held 2,448 MORN 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 2,448 shares
    Change vs previous 13F -3,503 shares

    <0.01% of the 13F portfolio, value $446,744.

    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: 1,224 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,224 shares

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

  2. period ended2026-03-31
    13F 5,951 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $1,116,375.

    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: 5,951 shares

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

  3. period ended2025-12-31
    13F 5,896 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $1,269,731.

    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: 1,728 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,168 shares

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

  4. period ended2025-09-30
    13F 5,727 shares
    Change vs previous 13F +90 shares

    0.03% of the 13F portfolio, value $1,221,468.

    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: 1,641 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,086 shares

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

  5. period ended2025-06-30
    13F 5,637 shares
    Change vs previous 13F +904 shares

    0.03% of the 13F portfolio, value $1,455,889.

    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: 1,567 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,070 shares

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

  6. period ended2025-03-31
    13F 4,733 shares
    Change vs previous 13F +840 shares

    0.05% of the 13F portfolio, value $1,336,206.

    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: 1,331 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,402 shares

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

  7. period ended2024-12-31
    13F 3,893 shares
    Change vs previous 13F +509 shares

    0.04% of the 13F portfolio, value $1,229,933.

    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: 1,072 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,821 shares

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

  8. period ended2024-09-30
    13F 3,384 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,158,639.

    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: 1,139 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,245 shares

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