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Diversify Advisory Services, LLC: STZ position timeline

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

Diversify Advisory Services, LLC held 11,482 STZ 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 11,482 shares
    Change vs previous 13F +5,544 shares

    0.01% of the 13F portfolio, value $1,489,448.

    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: 5,741 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,741 shares

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

  2. period ended2026-03-31
    13F 5,938 shares
    Change vs previous 13F +744 shares

    0.02% of the 13F portfolio, value $893,012.

    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: 5,938 shares

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

  3. period ended2025-12-31
    13F 5,194 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $802,531.

    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: 2,058 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,136 shares

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

  4. period ended2025-09-30
    13F 5,326 shares
    Change vs previous 13F +1,752 shares

    0.01% of the 13F portfolio, value $696,774.

    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: 2,099 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,227 shares

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

  5. period ended2025-06-30
    13F 3,574 shares
    Change vs previous 13F +3,574 shares

    0.01% of the 13F portfolio, value $607,509.

    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: 1,619 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,955 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -4,557 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,557 shares
    Change vs previous 13F -95 shares

    0.05% of the 13F portfolio, value $828,571.

    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 4,652 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,124,010.

    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).