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Diversify Advisory Services, LLC: XLY position timeline

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

Diversify Advisory Services, LLC held 23,566 XLY 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 23,566 shares
    Change vs previous 13F +17,642 shares

    0.02% of the 13F portfolio, value $2,612,084.

    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: 11,783 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,783 shares

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

  2. period ended2026-03-31
    13F 5,924 shares
    Change vs previous 13F -35,749 shares

    0.01% of the 13F portfolio, value $692,218.

    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: 5,924 shares

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

  3. period ended2025-12-31
    13F 41,673 shares
    Change vs previous 13F -42,063 shares

    0.16% of the 13F portfolio, value $5,096,587.

    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 83,736 shares
    Change vs previous 13F +28,351 shares

    0.68% of the 13F portfolio, value $20,279,211.

    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 55,385 shares
    Change vs previous 13F +51,167 shares

    0.48% of the 13F portfolio, value $12,558,030.

    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 4,218 shares
    Change vs previous 13F -1,653 shares

    0.05% of the 13F portfolio, value $839,707.

    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 5,871 shares
    Change vs previous 13F +643 shares

    0.07% of the 13F portfolio, value $1,296,327.

    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 5,228 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,030,802.

    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).