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Diversify Advisory Services, LLC: T position timeline

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

Diversify Advisory Services, LLC held 320,594 T 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 320,594 shares
    Change vs previous 13F +186,486 shares

    0.07% of the 13F portfolio, value $7,828,920.

    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: 160,297 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 160,297 shares

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

  2. period ended2026-03-31
    13F 134,108 shares
    Change vs previous 13F +49,207 shares

    0.06% of the 13F portfolio, value $3,453,272.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 84,901 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,843,401.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 66,682 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,219 shares

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