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Diversify Advisory Services, LLC: TIGR position timeline

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

Diversify Advisory Services, LLC held 20,346 TIGR 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 20,346 shares
    Change vs previous 13F -24,495 shares

    <0.01% of the 13F portfolio, value $99,898.

    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: 10,173 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,173 shares

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

  2. period ended2026-03-31
    13F 44,841 shares
    Change vs previous 13F -189,347 shares

    0.01% of the 13F portfolio, value $292,363.

    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: 44,841 shares

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

  3. period ended2025-12-31
    13F 234,188 shares
    Change vs previous 13F +16,542 shares

    0.04% of the 13F portfolio, value $2,204,375.

    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: 59,749 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 174,439 shares

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

  4. period ended2025-09-30
    13F 217,646 shares
    Change vs previous 13F -14,711 shares

    0.05% of the 13F portfolio, value $2,374,521.

    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: 53,537 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 164,109 shares

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

  5. period ended2025-06-30
    13F 232,357 shares
    Change vs previous 13F +56,303 shares

    0.06% of the 13F portfolio, value $2,346,807.

    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: 54,651 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 177,706 shares

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

  6. period ended2025-03-31
    13F 176,054 shares
    Change vs previous 13F +42,795 shares

    0.05% of the 13F portfolio, value $1,450,687.

    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: 38,380 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 137,674 shares

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

  7. period ended2024-12-31
    13F 133,259 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $767,574.

    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: 18,360 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 114,899 shares

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