Skip to content
Disclosery

Diversify Advisory Services, LLC: MSFT position timeline

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

Diversify Advisory Services, LLC held 364,936 MSFT 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 364,936 shares
    Change vs previous 13F +158,966 shares

    1.19% of the 13F portfolio, value $141,996,742.

    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: 182,468 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 182,468 shares

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

  2. period ended2026-03-31
    13F 205,970 shares
    Change vs previous 13F +46,753 shares

    1.4% of the 13F portfolio, value $87,425,786.

    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: 37,963 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 168,007 shares

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

  3. period ended2025-12-31
    13F 159,217 shares
    Change vs previous 13F -12,697 shares

    1.39% of the 13F portfolio, value $73,770,885.

    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: 108,012 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,205 shares

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

  4. period ended2025-09-30
    13F 171,914 shares
    Change vs previous 13F -9,761 shares

    1.89% of the 13F portfolio, value $88,884,756.

    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: 121,054 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,860 shares

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

  5. period ended2025-06-30
    13F 181,675 shares
    Change vs previous 13F +50,066 shares

    2.27% of the 13F portfolio, value $96,149,983.

    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: 132,367 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,308 shares

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

  6. period ended2025-03-31
    13F 131,609 shares
    Change vs previous 13F -6,020 shares

    1.76% of the 13F portfolio, value $51,859,501.

    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: 84,037 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,572 shares

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

  7. period ended2024-12-31
    13F 137,629 shares
    Change vs previous 13F +13,096 shares

    1.86% of the 13F portfolio, value $57,659,721.

    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: 92,795 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,834 shares

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

  8. period ended2024-09-30
    13F 124,533 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $53,143,012.

    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: 91,502 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,031 shares

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