Diversify Advisory Services, LLC: PEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on PEG, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 5,508 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,508 sharesChange vs previous 13F +5,508 shares
<0.01% of the 13F portfolio, value $436,240.
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: 2,754 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 2,754 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -4,253 shares
13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 4,253 sharesChange vs previous 13F -390 shares
0.01% of the 13F portfolio, value $346,024.
13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,643 sharesChange vs previous 13F +874 shares
0.02% of the 13F portfolio, value $407,795.
13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,769 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $307,623.
13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).