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Diversify Advisory Services, LLC: URI position timeline

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

Diversify Advisory Services, LLC held 3,426 URI 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 3,426 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $3,863,624.

    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: 1,713 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,713 shares

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

  2. period ended2026-03-31
    13F 3,190 shares
    Change vs previous 13F +1,570 shares

    0.05% of the 13F portfolio, value $3,037,969.

    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: 1,506 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,684 shares

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

  3. period ended2025-12-31
    13F 1,620 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $1,492,514.

    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 1,579 shares
    Change vs previous 13F -75 shares

    0.05% of the 13F portfolio, value $1,353,669.

    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 1,654 shares
    Change vs previous 13F +1,277 shares

    0.06% of the 13F portfolio, value $1,516,315.

    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 377 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $237,650.

    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 444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $297,969.

    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).