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Diversify Advisory Services, LLC: XJUN position timeline

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

Diversify Advisory Services, LLC held 50,176 XJUN 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 50,176 shares
    Change vs previous 13F +24,677 shares

    0.02% of the 13F portfolio, value $2,224,302.

    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: 25,088 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,088 shares

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

  2. period ended2026-03-31
    13F 25,499 shares
    Change vs previous 13F -2,757 shares

    0.02% of the 13F portfolio, value $1,121,701.

    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: 25,499 shares

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

  3. period ended2025-12-31
    13F 28,256 shares
    Change vs previous 13F -323 shares

    0.04% of the 13F portfolio, value $1,218,122.

    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 28,579 shares
    Change vs previous 13F -3,842 shares

    0.04% of the 13F portfolio, value $1,213,173.

    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 32,421 shares
    Change vs previous 13F -254 shares

    0.05% of the 13F portfolio, value $1,351,939.

    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 32,675 shares
    Change vs previous 13F -11,011 shares

    0.08% of the 13F portfolio, value $1,256,354.

    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 43,686 shares
    Change vs previous 13F -4,832 shares

    0.09% of the 13F portfolio, value $1,684,532.

    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 48,518 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,857,007.

    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).