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Diversify Advisory Services, LLC: WEC position timeline

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

Diversify Advisory Services, LLC held 9,956 WEC 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 9,956 shares
    Change vs previous 13F +4,629 shares

    0.01% of the 13F portfolio, value $1,133,298.

    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: 4,978 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,978 shares

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

  2. period ended2026-03-31
    13F 5,327 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $609,984.

    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: 5,327 shares

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

  3. period ended2025-12-31
    13F 5,176 shares
    Change vs previous 13F -1,790 shares

    0.02% of the 13F portfolio, value $562,059.

    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).

  4. period ended2025-09-30
    13F 6,966 shares
    Change vs previous 13F -2,048 shares

    0.03% of the 13F portfolio, value $770,494.

    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 9,014 shares
    Change vs previous 13F +5,107 shares

    0.04% of the 13F portfolio, value $986,390.

    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 3,907 shares
    Change vs previous 13F +227 shares

    0.03% of the 13F portfolio, value $426,484.

    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 3,680 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $343,707.

    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 4,003 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $395,030.

    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).