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Diversify Advisory Services, LLC: QQQ position timeline

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

Diversify Advisory Services, LLC held 185,192 QQQ 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 185,192 shares
    Change vs previous 13F +74,903 shares

    1.06% of the 13F portfolio, value $126,322,658.

    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: 92,596 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 92,596 shares

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

  2. period ended2026-03-31
    13F 110,289 shares
    Change vs previous 13F -78,090 shares

    1.17% of the 13F portfolio, value $72,963,636.

    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: 2,397 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 107,892 shares

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

  3. period ended2025-12-31
    13F 188,379 shares
    Change vs previous 13F +7,345 shares

    2.21% of the 13F portfolio, value $117,117,907.

    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: 171,147 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,232 shares

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

  4. period ended2025-09-30
    13F 181,034 shares
    Change vs previous 13F -16,604 shares

    2.43% of the 13F portfolio, value $114,427,717.

    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: 163,707 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,327 shares

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

  5. period ended2025-06-30
    13F 197,638 shares
    Change vs previous 13F +45,224 shares

    2.71% of the 13F portfolio, value $114,639,945.

    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: 180,500 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,138 shares

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

  6. period ended2025-03-31
    13F 152,414 shares
    Change vs previous 13F -68,136 shares

    2.46% of the 13F portfolio, value $72,477,266.

    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: 136,120 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,294 shares

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

  7. period ended2024-12-31
    13F 220,550 shares
    Change vs previous 13F +63,800 shares

    3.61% of the 13F portfolio, value $111,860,849.

    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: 202,800 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,750 shares

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

  8. period ended2024-09-30
    13F 156,750 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $77,698,068.

    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: 150,967 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,783 shares

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