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Diversify Advisory Services, LLC: NOC position timeline

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

Diversify Advisory Services, LLC held 4,142 NOC 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 4,142 shares
    Change vs previous 13F +2,525 shares

    0.02% of the 13F portfolio, value $2,267,584.

    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: 2,071 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,071 shares

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

  2. period ended2026-03-31
    13F 1,617 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $925,624.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,617 shares

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

  3. period ended2025-12-31
    13F 1,478 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $948,400.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 573 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 905 shares

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

  4. period ended2025-09-30
    13F 1,433 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $824,757.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 570 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 863 shares

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

  5. period ended2025-06-30
    13F 1,675 shares
    Change vs previous 13F +414 shares

    0.02% of the 13F portfolio, value $972,629.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 826 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 849 shares

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

  6. period ended2025-03-31
    13F 1,261 shares
    Change vs previous 13F -159 shares

    0.02% of the 13F portfolio, value $607,989.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 509 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 752 shares

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

  7. period ended2024-12-31
    13F 1,420 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $651,339.

    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: 560 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 860 shares

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

  8. period ended2024-09-30
    13F 1,260 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $655,218.

    13F-HR 0001085146-24-005134 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).