Number of Shares
16,203
Previous 8,154 98.71%
Holding current value
$790 Million
Previous $270 Million 192.9%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026

BUY
N/A
8,049 Added 98.71%
16,203 $790 Million
Q3 2025

Nov 12, 2025

SELL
N/A
-1,681 Reduced 17.09%
8,154 $270 Million
Q2 2025

Aug 14, 2025

BUY
N/A
9,835 New
9,835 $231 Million
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.