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Diversify Advisory Services, LLC: PECO position timeline

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

Diversify Advisory Services, LLC held 48,742 PECO 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 48,742 shares
    Change vs previous 13F +14,159 shares

    0.02% of the 13F portfolio, value $2,109,470.

    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: 24,371 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,371 shares

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

  2. period ended2026-03-31
    13F 34,583 shares
    Change vs previous 13F +1,490 shares

    0.02% of the 13F portfolio, value $1,376,003.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 33,093 shares
    Change vs previous 13F -9,432 shares

    0.05% of the 13F portfolio, value $1,154,622.

    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).

  4. period ended2025-09-30
    13F 42,525 shares
    Change vs previous 13F -21,231 shares

    0.08% of the 13F portfolio, value $1,440,754.

    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: 42,525 shares

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

  5. period ended2025-06-30
    13F 63,756 shares
    Change vs previous 13F -10,649 shares

    0.05% of the 13F portfolio, value $2,153,047.

    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: 5,931 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,825 shares

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

  6. period ended2025-03-31
    13F 74,405 shares
    Change vs previous 13F -3,814 shares

    0.19% of the 13F portfolio, value $2,600,462.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 78,219 shares
    Change vs previous 13F -6,677 shares

    0.22% of the 13F portfolio, value $2,781,482.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 84,896 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,141,986.

    13F-HR 0001085146-24-005172 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).