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Diversify Advisory Services, LLC: WDAY position timeline

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

Diversify Advisory Services, LLC held 0 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,780 shares

    13F-HR 0002030780-26-000004 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).

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

  2. period ended2026-03-31
    13F 1,780 shares
    Change vs previous 13F -2,682 shares

    <0.01% of the 13F portfolio, value $217,925.

    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: 1,780 shares

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

  3. period ended2025-12-31
    13F 4,462 shares
    Change vs previous 13F -1,225 shares

    0.02% of the 13F portfolio, value $847,081.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,413 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,049 shares

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

  4. period ended2025-09-30
    13F 5,687 shares
    Change vs previous 13F -1,265 shares

    0.03% of the 13F portfolio, value $1,351,686.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,734 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,953 shares

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

  5. period ended2025-06-30
    13F 6,952 shares
    Change vs previous 13F -1,322 shares

    0.04% of the 13F portfolio, value $1,491,899.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,044 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,908 shares

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

  6. period ended2025-03-31
    13F 8,274 shares
    Change vs previous 13F -7,196 shares

    0.07% of the 13F portfolio, value $2,013,809.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,693 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,581 shares

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

  7. period ended2024-12-31
    13F 15,470 shares
    Change vs previous 13F +1,663 shares

    0.12% of the 13F portfolio, value $3,863,014.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,263 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,207 shares

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

  8. period ended2024-09-30
    13F 13,807 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,386,922.

    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: 9,550 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,257 shares

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