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Diversify Advisory Services, LLC: TLT position timeline

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

Diversify Advisory Services, LLC held 39,058 TLT 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 39,058 shares
    Change vs previous 13F -12,806 shares

    0.03% of the 13F portfolio, value $3,271,046.

    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: 19,529 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,529 shares

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

  2. period ended2026-03-31
    13F 51,864 shares
    Change vs previous 13F -38,470 shares

    0.08% of the 13F portfolio, value $4,444,705.

    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: 51,864 shares

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

  3. period ended2025-12-31
    13F 90,334 shares
    Change vs previous 13F +11,720 shares

    0.15% of the 13F portfolio, value $7,931,595.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 76,675 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,659 shares

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

  4. period ended2025-09-30
    13F 78,614 shares
    Change vs previous 13F +23,461 shares

    0.15% of the 13F portfolio, value $7,054,838.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 73,660 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,954 shares

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

  5. period ended2025-06-30
    13F 55,153 shares
    Change vs previous 13F +17,470 shares

    0.18% of the 13F portfolio, value $4,795,552.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 55,153 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 37,683 shares
    Change vs previous 13F -4,053 shares

    0.12% of the 13F portfolio, value $3,399,008.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,279 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,404 shares

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

  7. period ended2024-12-31
    13F 41,736 shares
    Change vs previous 13F -2,085 shares

    0.12% of the 13F portfolio, value $3,566,728.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 37,149 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,587 shares

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

  8. period ended2024-09-30
    13F 43,821 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,042,568.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,944 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,877 shares

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