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Diversify Advisory Services, LLC: PCG position timeline

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

Diversify Advisory Services, LLC held 113,890 PCG 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 113,890 shares
    Change vs previous 13F +57,498 shares

    0.02% of the 13F portfolio, value $2,004,466.

    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: 56,945 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 56,945 shares

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

  2. period ended2026-03-31
    13F 56,392 shares
    Change vs previous 13F -644 shares

    0.02% of the 13F portfolio, value $923,142.

    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: 56,392 shares

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

  3. period ended2025-12-31
    13F 57,036 shares
    Change vs previous 13F -3,500 shares

    0.02% of the 13F portfolio, value $894,029.

    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: 26,291 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,745 shares

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

  4. period ended2025-09-30
    13F 60,536 shares
    Change vs previous 13F -7,698 shares

    0.02% of the 13F portfolio, value $963,137.

    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: 27,969 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,567 shares

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

  5. period ended2025-06-30
    13F 68,234 shares
    Change vs previous 13F -38,518 shares

    0.02% of the 13F portfolio, value $1,054,893.

    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: 31,205 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,029 shares

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

  6. period ended2025-03-31
    13F 106,752 shares
    Change vs previous 13F +43,298 shares

    0.06% of the 13F portfolio, value $1,852,151.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 68,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,886 shares

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

  7. period ended2024-12-31
    13F 63,454 shares
    Change vs previous 13F -5,907 shares

    0.04% of the 13F portfolio, value $1,089,493.

    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: 24,459 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,995 shares

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

  8. period ended2024-09-30
    13F 69,361 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,427,166.

    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: 26,692 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,669 shares

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