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Diversify Advisory Services, LLC: QXO position timeline

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

Diversify Advisory Services, LLC held 59,264 QXO 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 59,264 shares
    Change vs previous 13F +33,355 shares

    0.01% of the 13F portfolio, value $837,400.

    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: 29,632 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,632 shares

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

  2. period ended2026-03-31
    13F 25,909 shares
    Change vs previous 13F +1,715 shares

    0.01% of the 13F portfolio, value $508,075.

    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: 25,909 shares

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

  3. period ended2025-12-31
    13F 24,194 shares
    Change vs previous 13F +8,449 shares

    0.01% of the 13F portfolio, value $597,128.

    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: 8,587 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,607 shares

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

  4. period ended2025-09-30
    13F 15,745 shares
    Change vs previous 13F -72 shares

    0.02% of the 13F portfolio, value $272,231.

    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 15,817 shares
    Change vs previous 13F -836 shares

    0.02% of the 13F portfolio, value $315,707.

    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 16,653 shares
    Change vs previous 13F +6,644 shares

    0.02% of the 13F portfolio, value $220,319.

    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).

  7. period ended2024-12-31
    13F 10,009 shares
    Change vs previous 13F -324 shares

    0.01% of the 13F portfolio, value $156,641.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 10,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $155,512.

    13F-HR 0001085146-24-005172 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).