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Diversify Advisory Services, LLC: PPA position timeline

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

Diversify Advisory Services, LLC held 7,934 PPA 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 7,934 shares
    Change vs previous 13F +4,139 shares

    0.01% of the 13F portfolio, value $1,405,684.

    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: 3,967 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,967 shares

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

  2. period ended2026-03-31
    13F 3,795 shares
    Change vs previous 13F +233 shares

    0.01% of the 13F portfolio, value $620,621.

    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: 3,795 shares

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

  3. period ended2025-12-31
    13F 3,562 shares
    Change vs previous 13F +241 shares

    0.01% of the 13F portfolio, value $636,312.

    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: 2,155 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,407 shares

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

  4. period ended2025-09-30
    13F 3,321 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $523,908.

    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: 1,914 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,407 shares

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

  5. period ended2025-06-30
    13F 3,318 shares
    Change vs previous 13F +3,318 shares

    0.01% of the 13F portfolio, value $490,286.

    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: 1,913 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,405 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,094 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,094 shares
    Change vs previous 13F +2,085 shares

    0.02% of the 13F portfolio, value $469,352.

    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: 2,009 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,085 shares

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

  8. period ended2024-09-30
    13F 2,009 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,614.

    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).