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Diversify Advisory Services, LLC: UFPT position timeline

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

Diversify Advisory Services, LLC held 20,018 UFPT 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 20,018 shares
    Change vs previous 13F +10,847 shares

    0.04% of the 13F portfolio, value $4,977,040.

    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: 10,009 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,009 shares

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

  2. period ended2026-03-31
    13F 9,171 shares
    Change vs previous 13F +3,055 shares

    0.03% of the 13F portfolio, value $1,700,730.

    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: 9,171 shares

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

  3. period ended2025-12-31
    13F 6,116 shares
    Change vs previous 13F +453 shares

    0.03% of the 13F portfolio, value $1,557,970.

    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: 1,736 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,380 shares

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

  4. period ended2025-09-30
    13F 5,663 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $1,127,316.

    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: 1,548 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,115 shares

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

  5. period ended2025-06-30
    13F 5,422 shares
    Change vs previous 13F +1,014 shares

    0.03% of the 13F portfolio, value $1,191,686.

    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: 1,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,024 shares

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

  6. period ended2025-03-31
    13F 4,408 shares
    Change vs previous 13F +435 shares

    0.03% of the 13F portfolio, value $932,796.

    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: 1,111 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,297 shares

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

  7. period ended2024-12-31
    13F 3,973 shares
    Change vs previous 13F +626 shares

    0.03% of the 13F portfolio, value $961,340.

    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: 947 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,026 shares

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

  8. period ended2024-09-30
    13F 3,347 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $932,675.

    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: 1,037 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,310 shares

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