Skip to content
Disclosery

Diversify Advisory Services, LLC: NDAQ position timeline

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

Diversify Advisory Services, LLC held 19,296 NDAQ 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 19,296 shares
    Change vs previous 13F +5,774 shares

    0.02% of the 13F portfolio, value $1,812,740.

    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: 9,648 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,648 shares

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

  2. period ended2026-03-31
    13F 13,522 shares
    Change vs previous 13F -4,236 shares

    0.02% of the 13F portfolio, value $1,234,153.

    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: 2,561 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,961 shares

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

  3. period ended2025-12-31
    13F 17,758 shares
    Change vs previous 13F -2,938 shares

    0.06% of the 13F portfolio, value $1,793,213.

    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 20,696 shares
    Change vs previous 13F -8,638 shares

    0.06% of the 13F portfolio, value $1,787,925.

    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).

  5. period ended2025-06-30
    13F 29,334 shares
    Change vs previous 13F +25,226 shares

    0.11% of the 13F portfolio, value $2,819,842.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 4,108 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $311,998.

    13F-HR 0001085146-25-002578 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).