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Diversify Advisory Services, LLC: SO position timeline

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

Diversify Advisory Services, LLC held 28,438 SO 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 28,438 shares
    Change vs previous 13F +14,760 shares

    0.02% of the 13F portfolio, value $2,743,606.

    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: 14,219 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,219 shares

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

  2. period ended2026-03-31
    13F 13,678 shares
    Change vs previous 13F -654 shares

    0.02% of the 13F portfolio, value $1,278,999.

    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: 13,678 shares

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

  3. period ended2025-12-31
    13F 14,332 shares
    Change vs previous 13F +690 shares

    0.04% of the 13F portfolio, value $1,274,074.

    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 13,642 shares
    Change vs previous 13F -19 shares

    0.04% of the 13F portfolio, value $1,270,745.

    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 13,661 shares
    Change vs previous 13F +1,800 shares

    0.05% of the 13F portfolio, value $1,283,558.

    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 11,861 shares
    Change vs previous 13F +2,089 shares

    0.07% of the 13F portfolio, value $1,084,665.

    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).

  7. period ended2024-12-31
    13F 9,772 shares
    Change vs previous 13F -1,450 shares

    0.04% of the 13F portfolio, value $794,621.

    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).

  8. period ended2024-09-30
    13F 11,222 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,044,506.

    13F-HR 0001085146-24-005134 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).