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Diversify Advisory Services, LLC: SUB position timeline

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

Diversify Advisory Services, LLC held 16,320 SUB 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 16,320 shares
    Change vs previous 13F +8,489 shares

    0.01% of the 13F portfolio, value $1,731,890.

    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: 8,160 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,160 shares

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

  2. period ended2026-03-31
    13F 7,831 shares
    Change vs previous 13F +1,087 shares

    0.01% of the 13F portfolio, value $834,188.

    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: 7,831 shares

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

  3. period ended2025-12-31
    13F 6,744 shares
    Change vs previous 13F +3,884 shares

    0.01% of the 13F portfolio, value $722,566.

    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: 2,618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,126 shares

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

  4. period ended2025-09-30
    13F 2,860 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $303,828.

    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 2,706 shares
    Change vs previous 13F +253 shares

    0.01% of the 13F portfolio, value $289,230.

    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 2,453 shares
    Change vs previous 13F -1,432 shares

    0.02% of the 13F portfolio, value $258,726.

    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 3,885 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $409,336.

    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 4,064 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $429,977.

    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).