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Diversify Advisory Services, LLC: USD position timeline

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

Diversify Advisory Services, LLC held 6,142 USD 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 6,142 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $492,526.

    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: 3,071 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,071 shares

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

  2. period ended2026-03-31
    13F 6,258 shares
    Change vs previous 13F +6,258 shares

    0.01% of the 13F portfolio, value $493,818.

    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: 3,030 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,228 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,260 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,658.

    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).