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Diversify Advisory Services, LLC: PULS position timeline

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

Diversify Advisory Services, LLC held 965,462 PULS 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 965,462 shares
    Change vs previous 13F +573,782 shares

    0.4% of the 13F portfolio, value $47,944,828.

    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: 482,731 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 482,731 shares

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

  2. period ended2026-03-31
    13F 391,680 shares
    Change vs previous 13F +10,632 shares

    0.35% of the 13F portfolio, value $19,462,576.

    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: 391,680 shares

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

  3. period ended2025-12-31
    13F 381,048 shares
    Change vs previous 13F +56,056 shares

    0.36% of the 13F portfolio, value $18,939,225.

    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: 164,235 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 216,813 shares

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

  4. period ended2025-09-30
    13F 324,992 shares
    Change vs previous 13F +46,240 shares

    0.34% of the 13F portfolio, value $16,132,607.

    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: 152,998 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 171,994 shares

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

  5. period ended2025-06-30
    13F 278,752 shares
    Change vs previous 13F +51,042 shares

    0.33% of the 13F portfolio, value $13,851,179.

    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: 127,893 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 150,859 shares

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

  6. period ended2025-03-31
    13F 227,710 shares
    Change vs previous 13F +42,935 shares

    0.38% of the 13F portfolio, value $11,301,257.

    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: 97,329 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 130,381 shares

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

  7. period ended2024-12-31
    13F 184,775 shares
    Change vs previous 13F +34,241 shares

    0.3% of the 13F portfolio, value $9,166,678.

    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: 80,189 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 104,586 shares

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

  8. period ended2024-09-30
    13F 150,534 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,483,803.

    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: 75,792 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 74,742 shares

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