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Diversify Advisory Services, LLC: QYLD position timeline

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

Diversify Advisory Services, LLC held 345,724 QYLD 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 345,724 shares
    Change vs previous 13F +173,294 shares

    0.05% of the 13F portfolio, value $6,067,462.

    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: 172,862 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 172,862 shares

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

  2. period ended2026-03-31
    13F 172,430 shares
    Change vs previous 13F +553 shares

    0.06% of the 13F portfolio, value $3,086,501.

    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: 172,430 shares

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

  3. period ended2025-12-31
    13F 171,877 shares
    Change vs previous 13F +222 shares

    0.1% of the 13F portfolio, value $3,073,163.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 171,655 shares
    Change vs previous 13F +391 shares

    0.1% of the 13F portfolio, value $2,997,096.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 171,264 shares
    Change vs previous 13F +127 shares

    0.11% of the 13F portfolio, value $2,897,795.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 171,137 shares
    Change vs previous 13F +1,125 shares

    0.17% of the 13F portfolio, value $2,789,541.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 170,012 shares
    Change vs previous 13F +781 shares

    0.17% of the 13F portfolio, value $3,095,915.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 169,231 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,073,231.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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