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Diversify Advisory Services, LLC: TIP position timeline

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

Diversify Advisory Services, LLC held 13,168 TIP 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 13,168 shares
    Change vs previous 13F +5,973 shares

    0.01% of the 13F portfolio, value $1,414,142.

    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: 6,584 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,584 shares

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

  2. period ended2026-03-31
    13F 7,195 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $801,479.

    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: 7,195 shares

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

  3. period ended2025-12-31
    13F 7,124 shares
    Change vs previous 13F -728 shares

    0.01% of the 13F portfolio, value $785,054.

    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: 2,340 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,784 shares

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

  4. period ended2025-09-30
    13F 7,852 shares
    Change vs previous 13F -1,139 shares

    0.02% of the 13F portfolio, value $871,102.

    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: 3,049 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,803 shares

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

  5. period ended2025-06-30
    13F 8,991 shares
    Change vs previous 13F -10,938 shares

    0.02% of the 13F portfolio, value $990,459.

    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: 3,628 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,363 shares

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

  6. period ended2025-03-31
    13F 19,929 shares
    Change vs previous 13F +6,879 shares

    0.07% of the 13F portfolio, value $2,199,970.

    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: 9,299 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,630 shares

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

  7. period ended2024-12-31
    13F 13,050 shares
    Change vs previous 13F +2,831 shares

    0.04% of the 13F portfolio, value $1,386,199.

    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: 5,869 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,181 shares

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

  8. period ended2024-09-30
    13F 10,219 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,109,489.

    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: 4,738 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,481 shares

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