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Diversify Advisory Services, LLC: NCNO position timeline

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

Diversify Advisory Services, LLC held 43,014 NCNO 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 43,014 shares
    Change vs previous 13F +19,913 shares

    0.01% of the 13F portfolio, value $759,190.

    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: 21,507 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,507 shares

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

  2. period ended2026-03-31
    13F 23,101 shares
    Change vs previous 13F +4,621 shares

    0.01% of the 13F portfolio, value $403,340.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 18,480 shares
    Change vs previous 13F +7,380 shares

    0.02% of the 13F portfolio, value $464,213.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 11,100 shares
    Change vs previous 13F -1,132 shares

    0.02% of the 13F portfolio, value $296,925.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 12,232 shares
    Change vs previous 13F -965 shares

    0.02% of the 13F portfolio, value $323,169.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 13,197 shares
    Change vs previous 13F -922 shares

    0.02% of the 13F portfolio, value $308,810.

    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 14,119 shares
    Change vs previous 13F -1,029 shares

    0.04% of the 13F portfolio, value $459,432.

    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 15,148 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $568,807.

    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: 15,148 shares

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