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Diversify Advisory Services, LLC: PH position timeline

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

Diversify Advisory Services, LLC held 2,168 PH 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 2,168 shares
    Change vs previous 13F +1,125 shares

    0.02% of the 13F portfolio, value $2,140,104.

    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: 1,084 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,084 shares

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

  2. period ended2026-03-31
    13F 1,043 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $988,000.

    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: 1,043 shares

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

  3. period ended2025-12-31
    13F 1,137 shares
    Change vs previous 13F -449 shares

    0.02% of the 13F portfolio, value $1,070,552.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 644 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 493 shares

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

  4. period ended2025-09-30
    13F 1,586 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $1,224,282.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,167 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 419 shares

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

  5. period ended2025-06-30
    13F 1,645 shares
    Change vs previous 13F +770 shares

    0.03% of the 13F portfolio, value $1,237,404.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,307 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 338 shares

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

  6. period ended2025-03-31
    13F 875 shares
    Change vs previous 13F +427 shares

    0.02% of the 13F portfolio, value $527,290.

    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: 518 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 357 shares

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

  7. period ended2024-12-31
    13F 448 shares
    Change vs previous 13F -110 shares

    0.02% of the 13F portfolio, value $282,533.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 558 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $350,908.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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