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Diversify Advisory Services, LLC: WHD position timeline

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

Diversify Advisory Services, LLC held 0 WHD shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,099 shares

    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).

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

  2. period ended2025-09-30
    13F 7,099 shares
    Change vs previous 13F -32,149 shares

    0.01% of the 13F portfolio, value $314,976.

    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: 7,099 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  3. period ended2025-06-30
    13F 39,248 shares
    Change vs previous 13F +17,135 shares

    0.04% of the 13F portfolio, value $1,550,693.

    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: 18,032 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,216 shares

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

  4. period ended2025-03-31
    13F 22,113 shares
    Change vs previous 13F +5,741 shares

    0.03% of the 13F portfolio, value $877,214.

    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: 5,600 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,513 shares

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

  5. period ended2024-12-31
    13F 16,372 shares
    Change vs previous 13F +3,619 shares

    0.03% of the 13F portfolio, value $973,477.

    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: 4,055 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,317 shares

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

  6. period ended2024-09-30
    13F 12,753 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $751,602.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,249 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,504 shares

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