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Diversify Advisory Services, LLC: OUT position timeline

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

Diversify Advisory Services, LLC held 138,202 OUT 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 138,202 shares
    Change vs previous 13F +5,089 shares

    0.04% of the 13F portfolio, value $4,457,002.

    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: 69,101 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 69,101 shares

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

  2. period ended2026-03-31
    13F 133,113 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,054,616.

    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: 65,121 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,992 shares

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