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Diversify Advisory Services, LLC: RGEN position timeline

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

Diversify Advisory Services, LLC held 37,188 RGEN 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 37,188 shares
    Change vs previous 13F +23,572 shares

    0.04% of the 13F portfolio, value $4,873,914.

    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: 18,594 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,594 shares

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

  2. period ended2026-03-31
    13F 13,616 shares
    Change vs previous 13F +1,494 shares

    0.03% of the 13F portfolio, value $1,540,151.

    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: 13,616 shares

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

  3. period ended2025-12-31
    13F 12,122 shares
    Change vs previous 13F +1,168 shares

    0.04% of the 13F portfolio, value $2,009,857.

    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: 3,439 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,683 shares

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

  4. period ended2025-09-30
    13F 10,954 shares
    Change vs previous 13F +4,164 shares

    0.03% of the 13F portfolio, value $1,644,899.

    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: 3,014 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,940 shares

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

  5. period ended2025-06-30
    13F 6,790 shares
    Change vs previous 13F +3,073 shares

    0.02% of the 13F portfolio, value $824,353.

    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: 1,715 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,075 shares

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

  6. period ended2025-03-31
    13F 3,717 shares
    Change vs previous 13F +375 shares

    0.04% of the 13F portfolio, value $518,224.

    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 3,342 shares
    Change vs previous 13F +1,423 shares

    0.04% of the 13F portfolio, value $517,500.

    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 1,919 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $263,824.

    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).