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Diversify Advisory Services, LLC: TER position timeline

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

Diversify Advisory Services, LLC held 20,996 TER 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 20,996 shares
    Change vs previous 13F +14,026 shares

    0.06% of the 13F portfolio, value $7,029,064.

    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: 10,498 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,498 shares

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

  2. period ended2026-03-31
    13F 6,970 shares
    Change vs previous 13F +1,578 shares

    0.04% of the 13F portfolio, value $2,135,006.

    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: 6,970 shares

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

  3. period ended2025-12-31
    13F 5,392 shares
    Change vs previous 13F -3,666 shares

    0.04% of the 13F portfolio, value $1,230,057.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 9,058 shares
    Change vs previous 13F +578 shares

    0.06% of the 13F portfolio, value $1,658,181.

    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 8,480 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $946,622.

    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).