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Diversify Advisory Services, LLC: ROL position timeline

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

Diversify Advisory Services, LLC held 23,128 ROL 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 23,128 shares
    Change vs previous 13F +8,601 shares

    0.01% of the 13F portfolio, value $903,646.

    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: 11,564 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,564 shares

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

  2. period ended2026-03-31
    13F 14,527 shares
    Change vs previous 13F +10,264 shares

    0.01% of the 13F portfolio, value $803,785.

    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: 5,698 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,829 shares

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

  3. period ended2025-12-31
    13F 4,263 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $267,418.

    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 4,527 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $264,830.

    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 4,378 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $253,399.

    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 4,436 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $249,924.

    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).