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Diversify Advisory Services, LLC: PEN position timeline

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

Diversify Advisory Services, LLC held 4,960 PEN 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 4,960 shares
    Change vs previous 13F -4,413 shares

    0.01% of the 13F portfolio, value $1,584,518.

    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: 2,480 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,480 shares

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

  2. period ended2026-03-31
    13F 9,373 shares
    Change vs previous 13F +1,665 shares

    0.05% of the 13F portfolio, value $3,044,601.

    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: 1,090 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,283 shares

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

  3. period ended2025-12-31
    13F 7,708 shares
    Change vs previous 13F -421 shares

    0.05% of the 13F portfolio, value $2,464,059.

    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: 2,892 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,816 shares

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

  4. period ended2025-09-30
    13F 8,129 shares
    Change vs previous 13F +1,806 shares

    0.04% of the 13F portfolio, value $1,838,797.

    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: 3,678 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,451 shares

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

  5. period ended2025-06-30
    13F 6,323 shares
    Change vs previous 13F +967 shares

    0.04% of the 13F portfolio, value $1,571,530.

    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: 3,132 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,191 shares

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

  6. period ended2025-03-31
    13F 5,356 shares
    Change vs previous 13F +3,711 shares

    0.05% of the 13F portfolio, value $1,590,365.

    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: 2,889 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,467 shares

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

  7. period ended2024-12-31
    13F 1,645 shares
    Change vs previous 13F +438 shares

    0.03% of the 13F portfolio, value $412,367.

    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 1,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $245,878.

    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).