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Diversify Advisory Services, LLC: RBC position timeline

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

Diversify Advisory Services, LLC held 3,696 RBC 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 3,696 shares
    Change vs previous 13F +1,466 shares

    0.02% of the 13F portfolio, value $2,162,050.

    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: 1,848 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,848 shares

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

  2. period ended2026-03-31
    13F 2,230 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $1,303,413.

    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: 2,230 shares

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

  3. period ended2025-12-31
    13F 2,247 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $1,104,874.

    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: 442 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,805 shares

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

  4. period ended2025-09-30
    13F 2,326 shares
    Change vs previous 13F +361 shares

    0.02% of the 13F portfolio, value $996,458.

    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: 476 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,850 shares

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

  5. period ended2025-06-30
    13F 1,965 shares
    Change vs previous 13F -143 shares

    0.05% of the 13F portfolio, value $795,805.

    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 2,108 shares
    Change vs previous 13F -207 shares

    0.05% of the 13F portfolio, value $694,185.

    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 2,315 shares
    Change vs previous 13F -138 shares

    0.05% of the 13F portfolio, value $681,443.

    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 2,453 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $703,913.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,453 shares

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