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Diversify Advisory Services, LLC: USB position timeline

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

Diversify Advisory Services, LLC held 32,178 USB 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 32,178 shares
    Change vs previous 13F +18,368 shares

    0.02% of the 13F portfolio, value $2,043,014.

    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: 16,089 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,089 shares

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

  2. period ended2026-03-31
    13F 13,810 shares
    Change vs previous 13F -14,592 shares

    0.01% of the 13F portfolio, value $775,683.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 28,402 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,367,934.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,847 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,555 shares

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