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Diversify Advisory Services, LLC: PJT position timeline

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

Diversify Advisory Services, LLC held 30,848 PJT 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 30,848 shares
    Change vs previous 13F +16,283 shares

    0.04% of the 13F portfolio, value $5,207,602.

    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: 15,424 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,424 shares

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

  2. period ended2026-03-31
    13F 14,565 shares
    Change vs previous 13F +683 shares

    0.04% of the 13F portfolio, value $2,214,586.

    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: 14,565 shares

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

  3. period ended2025-12-31
    13F 13,882 shares
    Change vs previous 13F +447 shares

    0.05% of the 13F portfolio, value $2,497,251.

    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: 3,399 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,483 shares

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

  4. period ended2025-09-30
    13F 13,435 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $2,182,165.

    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: 3,196 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,239 shares

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

  5. period ended2025-06-30
    13F 13,414 shares
    Change vs previous 13F +850 shares

    0.06% of the 13F portfolio, value $2,453,051.

    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: 2,985 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,429 shares

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

  6. period ended2025-03-31
    13F 12,564 shares
    Change vs previous 13F +6,036 shares

    0.06% of the 13F portfolio, value $1,777,378.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,590 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,974 shares

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

  7. period ended2024-12-31
    13F 6,528 shares
    Change vs previous 13F -1,448 shares

    0.08% of the 13F portfolio, value $1,009,551.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,528 shares

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

  8. period ended2024-09-30
    13F 7,976 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,135,502.

    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: 1,394 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,582 shares

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