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Diversify Advisory Services, LLC: YSG position timeline

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

Diversify Advisory Services, LLC held 0 YSG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -23,220 shares

    13F-HR 0002030780-26-000004 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 23,220 shares
    Change vs previous 13F -139,140 shares

    <0.01% of the 13F portfolio, value $64,087.

    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: 23,220 shares

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

  3. period ended2025-12-31
    13F 162,360 shares
    Change vs previous 13F -12,519 shares

    0.01% of the 13F portfolio, value $719,776.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 41,559 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 120,801 shares

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

  4. period ended2025-09-30
    13F 174,879 shares
    Change vs previous 13F +17,184 shares

    0.02% of the 13F portfolio, value $1,122,723.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 45,174 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 129,705 shares

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

  5. period ended2025-06-30
    13F 157,695 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,453,947.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,411 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 122,284 shares

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