Skip to content
Disclosery

Diversify Advisory Services, LLC: TOTL position timeline

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

Diversify Advisory Services, LLC held 21,212 TOTL 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 21,212 shares
    Change vs previous 13F +12,340 shares

    0.01% of the 13F portfolio, value $823,472.

    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: 10,606 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,606 shares

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

  2. period ended2026-03-31
    13F 8,872 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $352,036.

    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: 8,872 shares

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

  3. period ended2025-12-31
    13F 9,021 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $363,172.

    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 9,314 shares
    Change vs previous 13F -423 shares

    0.01% of the 13F portfolio, value $376,190.

    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 9,737 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $389,884.

    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).

  6. period ended2025-03-31
    13F 9,720 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $390,827.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 9,626 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $376,101.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 9,530 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $384,146.

    13F-HR 0001085146-24-005134 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).