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Diversify Advisory Services, LLC: TDY position timeline

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

Diversify Advisory Services, LLC held 5,968 TDY 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 5,968 shares
    Change vs previous 13F +2,914 shares

    0.03% of the 13F portfolio, value $3,889,048.

    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: 2,984 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,984 shares

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

  2. period ended2026-03-31
    13F 3,054 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $1,925,730.

    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: 3,054 shares

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

  3. period ended2025-12-31
    13F 3,107 shares
    Change vs previous 13F -768 shares

    0.03% of the 13F portfolio, value $1,741,698.

    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: 647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,460 shares

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

  4. period ended2025-09-30
    13F 3,875 shares
    Change vs previous 13F +81 shares

    0.04% of the 13F portfolio, value $2,008,490.

    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: 651 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,224 shares

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

  5. period ended2025-06-30
    13F 3,794 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $2,095,426.

    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: 597 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,197 shares

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

  6. period ended2025-03-31
    13F 3,551 shares
    Change vs previous 13F +332 shares

    0.06% of the 13F portfolio, value $1,642,764.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 571 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,980 shares

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

  7. period ended2024-12-31
    13F 3,219 shares
    Change vs previous 13F -728 shares

    0.05% of the 13F portfolio, value $1,469,152.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 514 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,705 shares

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

  8. period ended2024-09-30
    13F 3,947 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,828,792.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,002 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,945 shares

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