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Diversify Advisory Services, LLC: PM position timeline

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

Diversify Advisory Services, LLC held 152,734 PM 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 152,734 shares
    Change vs previous 13F +66,666 shares

    0.25% of the 13F portfolio, value $29,884,092.

    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: 76,367 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 76,367 shares

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

  2. period ended2026-03-31
    13F 86,068 shares
    Change vs previous 13F +12,404 shares

    0.22% of the 13F portfolio, value $14,004,139.

    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: 9,483 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 76,585 shares

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

  3. period ended2025-12-31
    13F 73,664 shares
    Change vs previous 13F -476 shares

    0.24% of the 13F portfolio, value $12,540,080.

    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: 41,557 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,107 shares

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

  4. period ended2025-09-30
    13F 74,140 shares
    Change vs previous 13F +4,155 shares

    0.23% of the 13F portfolio, value $10,720,593.

    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: 41,089 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,051 shares

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

  5. period ended2025-06-30
    13F 69,985 shares
    Change vs previous 13F +8,654 shares

    0.28% of the 13F portfolio, value $11,799,555.

    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: 37,239 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,746 shares

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

  6. period ended2025-03-31
    13F 61,331 shares
    Change vs previous 13F -2,153 shares

    0.35% of the 13F portfolio, value $10,442,182.

    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: 28,903 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,428 shares

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

  7. period ended2024-12-31
    13F 63,484 shares
    Change vs previous 13F -1,790 shares

    0.24% of the 13F portfolio, value $7,437,150.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,228 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,256 shares

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

  8. period ended2024-09-30
    13F 65,274 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,577,598.

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

    • Diversify Advisory Services, LLC: 43,794 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,480 shares

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