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Diversify Advisory Services, LLC: PAM position timeline

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

Diversify Advisory Services, LLC held 0 PAM shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,966 shares

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,966 shares
    Change vs previous 13F -27,427 shares

    0.02% of the 13F portfolio, value $262,715.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,966 shares

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

  3. period ended2025-06-30
    13F 30,393 shares
    Change vs previous 13F +4,278 shares

    0.05% of the 13F portfolio, value $2,312,618.

    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: 7,172 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,221 shares

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

  4. period ended2025-03-31
    13F 26,115 shares
    Change vs previous 13F +3,669 shares

    0.07% of the 13F portfolio, value $1,920,233.

    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: 5,819 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,296 shares

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

  5. period ended2024-12-31
    13F 22,446 shares
    Change vs previous 13F +3,009 shares

    0.07% of the 13F portfolio, value $2,129,673.

    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: 4,365 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,081 shares

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

  6. period ended2024-09-30
    13F 19,437 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,298,487.

    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: 4,327 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,110 shares

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