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Diversify Advisory Services, LLC: RMBS position timeline

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

Diversify Advisory Services, LLC held 59,914 RMBS 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 59,914 shares
    Change vs previous 13F +23,620 shares

    0.05% of the 13F portfolio, value $5,776,878.

    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: 29,957 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,957 shares

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

  2. period ended2026-03-31
    13F 36,294 shares
    Change vs previous 13F +6,218 shares

    0.07% of the 13F portfolio, value $4,070,736.

    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: 5,041 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,253 shares

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

  3. period ended2025-12-31
    13F 30,076 shares
    Change vs previous 13F +1,546 shares

    0.06% of the 13F portfolio, value $3,025,470.

    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: 12,293 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,783 shares

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

  4. period ended2025-09-30
    13F 28,530 shares
    Change vs previous 13F -2,033 shares

    0.06% of the 13F portfolio, value $3,017,342.

    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: 11,777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,753 shares

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

  5. period ended2025-06-30
    13F 30,563 shares
    Change vs previous 13F +4,447 shares

    0.06% of the 13F portfolio, value $2,336,261.

    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: 14,284 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,279 shares

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

  6. period ended2025-03-31
    13F 26,116 shares
    Change vs previous 13F +17,644 shares

    0.04% of the 13F portfolio, value $1,286,736.

    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: 12,677 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,439 shares

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

  7. period ended2024-12-31
    13F 8,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $476,381.

    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).