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Diversify Advisory Services, LLC: MSIF position timeline

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

Diversify Advisory Services, LLC held 212,318 MSIF 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 212,318 shares
    Change vs previous 13F +28,935 shares

    0.02% of the 13F portfolio, value $2,436,522.

    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: 106,159 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 106,159 shares

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

  2. period ended2026-03-31
    13F 183,383 shares
    Change vs previous 13F +91,960 shares

    0.04% of the 13F portfolio, value $2,276,690.

    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: 68,999 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 114,384 shares

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

  3. period ended2025-12-31
    13F 91,423 shares
    Change vs previous 13F +3,998 shares

    0.04% of the 13F portfolio, value $1,195,812.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 87,425 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,105,054.

    13F-HR 0002021232-25-000006 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).