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Diversify Advisory Services, LLC: NVDL position timeline

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

Diversify Advisory Services, LLC held 70,028 NVDL 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 70,028 shares
    Change vs previous 13F +41,810 shares

    0.02% of the 13F portfolio, value $1,982,492.

    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: 35,014 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,014 shares

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

  2. period ended2026-03-31
    13F 28,218 shares
    Change vs previous 13F +8,171 shares

    0.05% of the 13F portfolio, value $2,906,454.

    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: 6,546 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,672 shares

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

  3. period ended2025-12-31
    13F 20,047 shares
    Change vs previous 13F +2,450 shares

    0.03% of the 13F portfolio, value $1,744,763.

    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: 4,921 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,126 shares

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

  4. period ended2025-09-30
    13F 17,597 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,983,710.

    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: 2,596 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,001 shares

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

  5. period ended2025-06-30
    13F 17,597 shares
    Change vs previous 13F +1,893 shares

    0.04% of the 13F portfolio, value $1,631,066.

    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: 2,596 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,001 shares

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

  6. period ended2025-03-31
    13F 15,704 shares
    Change vs previous 13F -2,392 shares

    0.04% of the 13F portfolio, value $548,070.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,704 shares

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

  7. period ended2024-12-31
    13F 18,096 shares
    Change vs previous 13F +13,190 shares

    0.04% of the 13F portfolio, value $1,215,327.

    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: 3,096 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,000 shares

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

  8. period ended2024-09-30
    13F 4,906 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $391,499.

    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).