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Diversify Advisory Services, LLC

SEC CIK
0002021232
Latest filing
Aug 7, 2026

OPFI holding history

OppFi Inc. in every 13F filed by Diversify Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OPFI overviewAll 13F holders of OPFIFull Q2 2026 holdings

Shares (Q2 2026)
49,967
Value
$470.7K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of OPFI by Diversify Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,967$470.7K<0.1%+49,967NewHolders
Q1 20260$00.0%−65,039−100.0%Sold outHolders
Q4 202565,039$644.5K<0.1%−256,597−79.8%ReducedHolders
Q3 2025321,636$3.23M0.1%+159,895+98.9%AddedHolders
Q2 2025161,741$1.75M0.1%+105,741+188.8%AddedHolders
Q1 202556,000$530.9K<0.1%+56,000NewHolders