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Diversify Advisory Services, LLC: WFG position timeline

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

Diversify Advisory Services, LLC held 8,980 WFG 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 8,980 shares
    Change vs previous 13F -1,944 shares

    <0.01% of the 13F portfolio, value $595,166.

    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: 4,490 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,490 shares

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

  2. period ended2026-03-31
    13F 10,924 shares
    Change vs previous 13F +5,144 shares

    0.01% of the 13F portfolio, value $689,180.

    13F-HR 0002021232-26-000002 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,462 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,462 shares

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

  3. period ended2025-12-31
    13F 5,780 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $404,915.

    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 5,966 shares
    Change vs previous 13F +2,531 shares

    0.01% of the 13F portfolio, value $358,375.

    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 3,435 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $248,290.

    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 3,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,916.

    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).