Number of Shares
9,395
Previous 8,825 6.46%
Holding current value
$330 Million
Previous $280 Million 17.55%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
570 Added 6.46%
9,395 $330 Million
Q1 2025

May 05, 2025

BUY
N/A
182 Added 2.11%
8,825 $280 Million
Q4 2024

Jan 16, 2025

BUY
N/A
1,882 Added 27.84%
8,643 $276 Million
Q3 2024

Oct 24, 2024

BUY
N/A
6,761 New
6,761 $202 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.