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Disclosery

Diversify Advisory Services, LLC: NMR position timeline

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

Diversify Advisory Services, LLC held 43,308 NMR 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 43,308 shares
    Change vs previous 13F +24,952 shares

    <0.01% of the 13F portfolio, value $423,978.

    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: 21,654 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,654 shares

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

  2. period ended2026-03-31
    13F 18,356 shares
    Change vs previous 13F +2,413 shares

    <0.01% of the 13F portfolio, value $143,726.

    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 15,943 shares
    Change vs previous 13F +15,943 shares

    0.01% of the 13F portfolio, value $147,154.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -22,106 shares

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 22,106 shares
    Change vs previous 13F -125,220 shares

    <0.01% of the 13F portfolio, value $122,910.

    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: 10,155 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,951 shares

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

  6. period ended2024-09-30
    13F 147,326 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $749,974.

    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: 32,171 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,155 shares

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