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Diversify Advisory Services, LLC: WM position timeline

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

Diversify Advisory Services, LLC held 54,202 WM 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 54,202 shares
    Change vs previous 13F +23,742 shares

    0.11% of the 13F portfolio, value $12,894,870.

    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: 27,101 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,101 shares

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

  2. period ended2026-03-31
    13F 30,460 shares
    Change vs previous 13F +1,531 shares

    0.13% of the 13F portfolio, value $7,015,215.

    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: 30,460 shares

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

  3. period ended2025-12-31
    13F 28,929 shares
    Change vs previous 13F -482 shares

    0.12% of the 13F portfolio, value $6,323,549.

    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: 13,808 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,121 shares

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

  4. period ended2025-09-30
    13F 29,411 shares
    Change vs previous 13F -616 shares

    0.12% of the 13F portfolio, value $5,787,037.

    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: 15,486 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,925 shares

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

  5. period ended2025-06-30
    13F 30,027 shares
    Change vs previous 13F +9,141 shares

    0.17% of the 13F portfolio, value $6,995,821.

    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: 16,956 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,071 shares

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

  6. period ended2025-03-31
    13F 20,886 shares
    Change vs previous 13F -203 shares

    0.16% of the 13F portfolio, value $4,778,532.

    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: 8,870 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,016 shares

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

  7. period ended2024-12-31
    13F 21,089 shares
    Change vs previous 13F +1,935 shares

    0.14% of the 13F portfolio, value $4,370,705.

    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: 8,524 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,565 shares

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

  8. period ended2024-09-30
    13F 19,154 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,050,593.

    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: 8,042 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,112 shares

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