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CIK 0002021232 • 7 13F filings • May 5, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("diversify-advisory-services-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002021232-25-000006 |
| $2.98B |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0002021232-26-000005 | $5.98B | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005226 | $2.61B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002021232-26-000002 | $655.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002578 | $1.60B | View |