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Diversify Advisory Services, LLC: TMO position timeline

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

Diversify Advisory Services, LLC held 3,928 TMO 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 3,928 shares
    Change vs previous 13F +2,094 shares

    0.02% of the 13F portfolio, value $2,198,222.

    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: 1,964 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,964 shares

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

  2. period ended2026-03-31
    13F 1,834 shares
    Change vs previous 13F -358 shares

    0.02% of the 13F portfolio, value $855,235.

    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: 1,834 shares

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

  3. period ended2025-12-31
    13F 2,192 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $1,343,142.

    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: 1,039 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,153 shares

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

  4. period ended2025-09-30
    13F 3,361 shares
    Change vs previous 13F -1,960 shares

    0.04% of the 13F portfolio, value $1,898,859.

    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: 2,054 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,307 shares

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

  5. period ended2025-06-30
    13F 5,321 shares
    Change vs previous 13F -1,641 shares

    0.06% of the 13F portfolio, value $2,539,986.

    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: 3,119 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,202 shares

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

  6. period ended2025-03-31
    13F 6,962 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $2,976,380.

    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: 3,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,646 shares

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

  7. period ended2024-12-31
    13F 7,462 shares
    Change vs previous 13F +390 shares

    0.13% of the 13F portfolio, value $4,047,143.

    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: 3,349 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,113 shares

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

  8. period ended2024-09-30
    13F 7,072 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,111,947.

    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: 3,523 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,549 shares

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