Skip to content
Disclosery

Diversify Advisory Services, LLC: OPBK position timeline

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

Diversify Advisory Services, LLC held 3,695,554 OPBK 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 3,695,554 shares
    Change vs previous 13F +1,858,372 shares

    0.48% of the 13F portfolio, value $57,465,864.

    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: 1,847,777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,847,777 shares

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

  2. period ended2026-03-31
    13F 1,837,182 shares
    Change vs previous 13F +2,841 shares

    0.47% of the 13F portfolio, value $26,510,536.

    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: 1,837,182 shares

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

  3. period ended2025-12-31
    13F 1,834,341 shares
    Change vs previous 13F -6,600 shares

    0.86% of the 13F portfolio, value $27,166,590.

    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 1,840,941 shares
    Change vs previous 13F +1,090,687 shares

    0.83% of the 13F portfolio, value $24,594,972.

    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 750,254 shares
    Change vs previous 13F +13,654 shares

    0.39% of the 13F portfolio, value $10,255,972.

    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 ended2025-03-31
    13F 736,600 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $9,310,624.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 736,600 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $10,761,726.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 736,600 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,800,463.

    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).