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Diversify Advisory Services, LLC: XCEM position timeline

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

Diversify Advisory Services, LLC held 91,926 XCEM 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 91,926 shares
    Change vs previous 13F +48,461 shares

    0.04% of the 13F portfolio, value $4,383,032.

    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: 45,963 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,963 shares

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

  2. period ended2026-03-31
    13F 43,465 shares
    Change vs previous 13F -1,818 shares

    0.04% of the 13F portfolio, value $2,013,299.

    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: 43,465 shares

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

  3. period ended2025-12-31
    13F 45,283 shares
    Change vs previous 13F +1,301 shares

    0.06% of the 13F portfolio, value $1,838,490.

    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 43,982 shares
    Change vs previous 13F +6,428 shares

    0.06% of the 13F portfolio, value $1,714,858.

    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 37,554 shares
    Change vs previous 13F +1,613 shares

    0.05% of the 13F portfolio, value $1,315,137.

    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 35,941 shares
    Change vs previous 13F +8,751 shares

    0.07% of the 13F portfolio, value $1,086,856.

    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).

  7. period ended2024-12-31
    13F 27,190 shares
    Change vs previous 13F +108 shares

    0.04% of the 13F portfolio, value $803,193.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 27,082 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $878,286.

    13F-HR 0001085146-24-005134 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).