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Diversify Advisory Services, LLC: WSM position timeline

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

Diversify Advisory Services, LLC held 14,156 WSM 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 14,156 shares
    Change vs previous 13F +7,261 shares

    0.03% of the 13F portfolio, value $3,318,054.

    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: 7,078 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,078 shares

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

  2. period ended2026-03-31
    13F 6,895 shares
    Change vs previous 13F +2,897 shares

    0.02% of the 13F portfolio, value $1,249,265.

    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: 2,473 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,422 shares

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

  3. period ended2025-12-31
    13F 3,998 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $841,736.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,878 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,120 shares

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

  4. period ended2025-09-30
    13F 3,927 shares
    Change vs previous 13F +95 shares

    0.02% of the 13F portfolio, value $756,287.

    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: 2,827 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,100 shares

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

  5. period ended2025-06-30
    13F 3,832 shares
    Change vs previous 13F +3,832 shares

    0.02% of the 13F portfolio, value $793,223.

    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: 2,726 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,106 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,982 shares

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

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

  7. period ended2024-12-31
    13F 6,982 shares
    Change vs previous 13F +475 shares

    0.04% of the 13F portfolio, value $1,375,107.

    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: 1,863 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,119 shares

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

  8. period ended2024-09-30
    13F 6,507 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $905,272.

    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: 3,226 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,281 shares

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