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Diversify Advisory Services, LLC: WFC position timeline

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

Diversify Advisory Services, LLC held 116,782 WFC 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 116,782 shares
    Change vs previous 13F +46,969 shares

    0.09% of the 13F portfolio, value $10,191,632.

    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: 58,391 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,391 shares

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

  2. period ended2026-03-31
    13F 69,813 shares
    Change vs previous 13F +14,079 shares

    0.09% of the 13F portfolio, value $5,690,468.

    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: 11,229 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,584 shares

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

  3. period ended2025-12-31
    13F 55,734 shares
    Change vs previous 13F +889 shares

    0.1% of the 13F portfolio, value $5,081,570.

    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: 25,653 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,081 shares

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

  4. period ended2025-09-30
    13F 54,845 shares
    Change vs previous 13F -27 shares

    0.1% of the 13F portfolio, value $4,787,926.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,959 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,886 shares

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

  5. period ended2025-06-30
    13F 54,872 shares
    Change vs previous 13F +8,190 shares

    0.1% of the 13F portfolio, value $4,361,159.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,718 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,154 shares

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

  6. period ended2025-03-31
    13F 46,682 shares
    Change vs previous 13F -1,883 shares

    0.11% of the 13F portfolio, value $3,319,100.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,004 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,678 shares

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

  7. period ended2024-12-31
    13F 48,565 shares
    Change vs previous 13F -2,211 shares

    0.11% of the 13F portfolio, value $3,397,599.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,215 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,350 shares

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

  8. period ended2024-09-30
    13F 50,776 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,284,948.

    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: 27,371 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,405 shares

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