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Diversify Advisory Services, LLC: NRG position timeline

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

Diversify Advisory Services, LLC held 23,814 NRG 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 23,814 shares
    Change vs previous 13F -10,383 shares

    0.03% of the 13F portfolio, value $3,250,498.

    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: 11,907 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,907 shares

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

  2. period ended2026-03-31
    13F 34,197 shares
    Change vs previous 13F +475 shares

    0.09% of the 13F portfolio, value $5,095,715.

    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: 34,197 shares

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

  3. period ended2025-12-31
    13F 33,722 shares
    Change vs previous 13F -2,780 shares

    0.1% of the 13F portfolio, value $5,081,162.

    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: 1,999 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,723 shares

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

  4. period ended2025-09-30
    13F 36,502 shares
    Change vs previous 13F +1,455 shares

    0.14% of the 13F portfolio, value $6,368,943.

    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: 1,871 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,631 shares

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

  5. period ended2025-06-30
    13F 35,047 shares
    Change vs previous 13F +3,245 shares

    0.13% of the 13F portfolio, value $5,491,440.

    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: 1,872 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,175 shares

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

  6. period ended2025-03-31
    13F 31,802 shares
    Change vs previous 13F +7,515 shares

    0.26% of the 13F portfolio, value $3,483,229.

    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 24,287 shares
    Change vs previous 13F +999 shares

    0.19% of the 13F portfolio, value $2,413,885.

    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 23,288 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,043,056.

    13F-HR 0001085146-24-005172 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).