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Diversify Advisory Services, LLC: QUAL position timeline

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

Diversify Advisory Services, LLC held 70,632 QUAL 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 70,632 shares
    Change vs previous 13F +1,286 shares

    0.13% of the 13F portfolio, value $15,345,354.

    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: 35,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,316 shares

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

  2. period ended2026-03-31
    13F 69,346 shares
    Change vs previous 13F -1,658 shares

    0.25% of the 13F portfolio, value $14,268,708.

    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: 69,346 shares

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

  3. period ended2025-12-31
    13F 71,004 shares
    Change vs previous 13F -81,301 shares

    0.27% of the 13F portfolio, value $14,445,465.

    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: 26,421 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,583 shares

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

  4. period ended2025-09-30
    13F 152,305 shares
    Change vs previous 13F +16,528 shares

    0.63% of the 13F portfolio, value $29,854,931.

    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: 36,980 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,325 shares

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

  5. period ended2025-06-30
    13F 135,777 shares
    Change vs previous 13F -6,990 shares

    0.6% of the 13F portfolio, value $25,421,510.

    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: 22,535 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 113,242 shares

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

  6. period ended2025-03-31
    13F 142,767 shares
    Change vs previous 13F +1,827 shares

    0.82% of the 13F portfolio, value $24,111,942.

    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: 30,831 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 111,936 shares

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

  7. period ended2024-12-31
    13F 140,940 shares
    Change vs previous 13F +6,134 shares

    0.8% of the 13F portfolio, value $24,854,650.

    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: 32,752 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 108,188 shares

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

  8. period ended2024-09-30
    13F 134,806 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $24,291,775.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 30,667 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 104,139 shares

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