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Diversify Advisory Services, LLC: SPOT position timeline

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

Diversify Advisory Services, LLC held 4,444 SPOT 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 4,444 shares
    Change vs previous 13F +1,578 shares

    0.02% of the 13F portfolio, value $2,198,268.

    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: 2,222 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,222 shares

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

  2. period ended2026-03-31
    13F 2,866 shares
    Change vs previous 13F +1,666 shares

    0.02% of the 13F portfolio, value $1,271,491.

    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: 802 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,064 shares

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

  3. period ended2025-12-31
    13F 1,200 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $618,296.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 423 shares

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

  4. period ended2025-09-30
    13F 774 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $498,280.

    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 788 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $543,304.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 788 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 1,119 shares
    Change vs previous 13F +268 shares

    0.02% of the 13F portfolio, value $645,882.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 733 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 386 shares

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

  7. period ended2024-12-31
    13F 851 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $390,893.

    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).