Skip to content
Disclosery

Diversify Advisory Services, LLC: USFR position timeline

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

Diversify Advisory Services, LLC held 22,136 USFR 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 22,136 shares
    Change vs previous 13F +16,333 shares

    0.01% of the 13F portfolio, value $1,117,906.

    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: 11,068 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,068 shares

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

  2. period ended2026-03-31
    13F 5,803 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $292,076.

    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 ended2025-12-31
    13F 4,815 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $242,593.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 4,608 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $231,690.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 4,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,197.

    13F-HR 0001085146-25-005227 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).