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Diversify Advisory Services, LLC: QQQI position timeline

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

Diversify Advisory Services, LLC held 96,468 QQQI 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 96,468 shares
    Change vs previous 13F +63,277 shares

    0.04% of the 13F portfolio, value $5,072,254.

    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: 48,234 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 48,234 shares

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

  2. period ended2026-03-31
    13F 33,191 shares
    Change vs previous 13F +15,959 shares

    0.03% of the 13F portfolio, value $1,787,658.

    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 17,232 shares
    Change vs previous 13F +1,364 shares

    0.04% of the 13F portfolio, value $941,753.

    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 15,868 shares
    Change vs previous 13F +8,681 shares

    0.05% of the 13F portfolio, value $883,858.

    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 7,187 shares
    Change vs previous 13F +1,554 shares

    0.02% of the 13F portfolio, value $386,961.

    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 5,633 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $268,320.

    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).