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Diversify Advisory Services, LLC: USXF position timeline

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

Diversify Advisory Services, LLC held 23,138 USXF 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 23,138 shares
    Change vs previous 13F +12,130 shares

    0.01% of the 13F portfolio, value $1,530,294.

    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: 11,569 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,569 shares

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

  2. period ended2026-03-31
    13F 11,008 shares
    Change vs previous 13F -2,055 shares

    0.01% of the 13F portfolio, value $691,024.

    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: 11,008 shares

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

  3. period ended2025-12-31
    13F 13,063 shares
    Change vs previous 13F +6,990 shares

    0.01% of the 13F portfolio, value $771,843.

    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: 5,394 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,669 shares

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

  4. period ended2025-09-30
    13F 6,073 shares
    Change vs previous 13F -3,253 shares

    0.01% of the 13F portfolio, value $357,924.

    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 9,326 shares
    Change vs previous 13F -11,508 shares

    0.02% of the 13F portfolio, value $523,748.

    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 20,834 shares
    Change vs previous 13F -3,081 shares

    0.06% of the 13F portfolio, value $970,031.

    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 23,915 shares
    Change vs previous 13F -6,417 shares

    0.07% of the 13F portfolio, value $1,179,727.

    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).

  8. period ended2024-09-30
    13F 30,332 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,534,790.

    13F-HR 0001085146-24-005134 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).