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Diversify Advisory Services, LLC: SE position timeline

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

Diversify Advisory Services, LLC held 16,800 SE 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 16,800 shares
    Change vs previous 13F +5,745 shares

    0.01% of the 13F portfolio, value $1,753,752.

    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: 8,400 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,400 shares

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

  2. period ended2026-03-31
    13F 11,055 shares
    Change vs previous 13F -11,694 shares

    0.02% of the 13F portfolio, value $919,860.

    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: 11,055 shares

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

  3. period ended2025-12-31
    13F 22,749 shares
    Change vs previous 13F +4,243 shares

    0.05% of the 13F portfolio, value $2,901,861.

    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: 6,204 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,545 shares

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

  4. period ended2025-09-30
    13F 18,506 shares
    Change vs previous 13F +243 shares

    0.06% of the 13F portfolio, value $2,912,948.

    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: 5,409 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,097 shares

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

  5. period ended2025-06-30
    13F 18,263 shares
    Change vs previous 13F +2,785 shares

    0.08% of the 13F portfolio, value $3,179,941.

    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: 5,034 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,229 shares

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

  6. period ended2025-03-31
    13F 15,478 shares
    Change vs previous 13F +3,645 shares

    0.07% of the 13F portfolio, value $2,072,830.

    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: 4,196 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,282 shares

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

  7. period ended2024-12-31
    13F 11,833 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,281,399.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,186 shares

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