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Diversify Advisory Services, LLC: XHLF position timeline

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

Diversify Advisory Services, LLC held 589,036 XHLF 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 589,036 shares
    Change vs previous 13F +453,222 shares

    0.25% of the 13F portfolio, value $29,599,062.

    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: 294,518 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 294,518 shares

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

  2. period ended2026-03-31
    13F 135,814 shares
    Change vs previous 13F +330 shares

    0.12% of the 13F portfolio, value $6,834,175.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 135,484 shares
    Change vs previous 13F +10,750 shares

    0.32% of the 13F portfolio, value $6,814,867.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, 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 124,734 shares
    Change vs previous 13F +164 shares

    0.36% of the 13F portfolio, value $6,262,876.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, 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 124,570 shares
    Change vs previous 13F +8,183 shares

    0.39% of the 13F portfolio, value $6,262,740.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, 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 116,387 shares
    Change vs previous 13F -1,726 shares

    0.44% of the 13F portfolio, value $5,857,744.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 118,113 shares
    Change vs previous 13F -44,920 shares

    0.46% of the 13F portfolio, value $5,931,635.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 163,033 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,202,190.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 163,033 shares

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