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Diversify Advisory Services, LLC: UBS position timeline

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

Diversify Advisory Services, LLC held 23,118 UBS 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 23,118 shares
    Change vs previous 13F +14,041 shares

    0.01% of the 13F portfolio, value $1,214,618.

    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: 11,559 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,559 shares

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

  2. period ended2026-03-31
    13F 9,077 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $387,773.

    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: 9,077 shares

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

  3. period ended2025-12-31
    13F 9,157 shares
    Change vs previous 13F +1,457 shares

    0.01% of the 13F portfolio, value $433,863.

    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 7,700 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $292,372.

    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 7,546 shares
    Change vs previous 13F -47,962 shares

    0.01% of the 13F portfolio, value $298,448.

    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: 7,546 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 55,508 shares
    Change vs previous 13F +6,259 shares

    0.06% of the 13F portfolio, value $1,693,551.

    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: 13,623 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,885 shares

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

  7. period ended2024-12-31
    13F 49,249 shares
    Change vs previous 13F +8,323 shares

    0.05% of the 13F portfolio, value $1,591,228.

    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: 12,195 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,054 shares

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

  8. period ended2024-09-30
    13F 40,926 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,313,026.

    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: 9,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,060 shares

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