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Diversify Advisory Services, LLC: NU position timeline

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

Diversify Advisory Services, LLC held 115,732 NU 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 115,732 shares
    Change vs previous 13F +22,765 shares

    0.01% of the 13F portfolio, value $1,681,586.

    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: 57,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,866 shares

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

  2. period ended2026-03-31
    13F 92,967 shares
    Change vs previous 13F +45,262 shares

    0.02% of the 13F portfolio, value $1,305,257.

    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: 38,742 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 54,225 shares

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

  3. period ended2025-12-31
    13F 47,705 shares
    Change vs previous 13F +24,707 shares

    0.03% of the 13F portfolio, value $791,903.

    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 22,998 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $370,958.

    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 23,378 shares
    Change vs previous 13F +23,378 shares

    0.01% of the 13F portfolio, value $286,147.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

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