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Diversify Advisory Services, LLC: XLU position timeline

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

Diversify Advisory Services, LLC held 51,932 XLU 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 51,932 shares
    Change vs previous 13F +6,293 shares

    0.02% of the 13F portfolio, value $2,372,264.

    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: 25,966 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,966 shares

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

  2. period ended2026-03-31
    13F 45,639 shares
    Change vs previous 13F -3,120 shares

    0.04% of the 13F portfolio, value $2,084,790.

    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: 45,639 shares

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

  3. period ended2025-12-31
    13F 48,759 shares
    Change vs previous 13F +33,855 shares

    0.04% of the 13F portfolio, value $2,103,847.

    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: 26,876 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,883 shares

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

  4. period ended2025-09-30
    13F 14,904 shares
    Change vs previous 13F -398 shares

    0.03% of the 13F portfolio, value $1,328,740.

    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: 11,977 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,927 shares

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

  5. period ended2025-06-30
    13F 15,302 shares
    Change vs previous 13F +11,829 shares

    0.03% of the 13F portfolio, value $1,320,280.

    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: 12,432 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,870 shares

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

  6. period ended2025-03-31
    13F 3,473 shares
    Change vs previous 13F -2,175 shares

    0.02% of the 13F portfolio, value $275,397.

    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 5,648 shares
    Change vs previous 13F -59,982 shares

    0.02% of the 13F portfolio, value $426,869.

    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 65,630 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,338,363.

    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).