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Diversify Advisory Services, LLC: OLLI position timeline

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

Diversify Advisory Services, LLC held 41,222 OLLI 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 41,222 shares
    Change vs previous 13F +22,886 shares

    0.02% of the 13F portfolio, value $2,752,446.

    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: 20,611 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,611 shares

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

  2. period ended2026-03-31
    13F 18,336 shares
    Change vs previous 13F +1,088 shares

    0.03% of the 13F portfolio, value $1,565,854.

    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: 18,336 shares

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

  3. period ended2025-12-31
    13F 17,248 shares
    Change vs previous 13F +512 shares

    0.04% of the 13F portfolio, value $2,025,945.

    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: 4,903 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,345 shares

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

  4. period ended2025-09-30
    13F 16,736 shares
    Change vs previous 13F +257 shares

    0.04% of the 13F portfolio, value $2,080,149.

    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: 4,752 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,984 shares

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

  5. period ended2025-06-30
    13F 16,479 shares
    Change vs previous 13F +2,195 shares

    0.05% of the 13F portfolio, value $2,190,290.

    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: 4,404 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,075 shares

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

  6. period ended2025-03-31
    13F 14,284 shares
    Change vs previous 13F +2,620 shares

    0.05% of the 13F portfolio, value $1,506,910.

    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: 3,789 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,495 shares

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

  7. period ended2024-12-31
    13F 11,664 shares
    Change vs previous 13F +1,663 shares

    0.04% of the 13F portfolio, value $1,240,531.

    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: 3,013 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,651 shares

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

  8. period ended2024-09-30
    13F 10,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $911,171.

    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: 3,180 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,821 shares

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