Diversify Advisory Services, LLC

SEC CIK: 0002021232
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

RJF holding history

Raymond James Financial 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.

RJF overview All 13F holders of RJF Full Q2 2026 holdings

Shares (Q2 2026): 2,238
Value: $388.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of RJF by Diversify Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,238	$388.5K	<0.1%	+2,238	New	Holders
Q4 2025	0	$0	0.0%	−2,203−100.0%	Sold out	Holders
Q3 2025	2,203	$350.0K	<0.1%	+182+9.0%	Added	Holders
Q2 2025	2,021	$340.3K	<0.1%	+2,021	New	Holders