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Diversify Advisory Services, LLC: TDG position timeline

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

Diversify Advisory Services, LLC held 1,344 TDG 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 1,344 shares
    Change vs previous 13F -819 shares

    0.01% of the 13F portfolio, value $1,727,796.

    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: 672 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 672 shares

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

  2. period ended2026-03-31
    13F 2,163 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $2,471,324.

    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 ended2025-12-31
    13F 2,098 shares
    Change vs previous 13F +128 shares

    0.14% of the 13F portfolio, value $2,899,441.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 1,970 shares
    Change vs previous 13F +68 shares

    0.15% of the 13F portfolio, value $2,561,044.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 1,902 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $2,683,414.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 1,767 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,488,004.

    13F-HR 0001085146-25-002517 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).