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Diversify Advisory Services, LLC: PLTU position timeline

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

Diversify Advisory Services, LLC held 20,018 PLTU 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 20,018 shares
    Change vs previous 13F +4,909 shares

    0.01% of the 13F portfolio, value $623,760.

    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: 10,009 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,009 shares

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

  2. period ended2026-03-31
    13F 15,109 shares
    Change vs previous 13F -4,900 shares

    0.01% of the 13F portfolio, value $578,675.

    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 20,009 shares
    Change vs previous 13F +5,009 shares

    0.07% of the 13F portfolio, value $1,474,663.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,920,150.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 15,000 shares
    Change vs previous 13F +5,000 shares

    0.1% of the 13F portfolio, value $1,674,300.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 10,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $489,000.

    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).