Skip to content
Disclosery

Diversify Advisory Services, LLC: OTF position timeline

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

Diversify Advisory Services, LLC held 434,528 OTF 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 434,528 shares
    Change vs previous 13F +179,399 shares

    0.04% of the 13F portfolio, value $4,375,698.

    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: 217,264 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 217,264 shares

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

  2. period ended2026-03-31
    13F 255,129 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,742,641.

    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: 99,432 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 155,697 shares

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