Diversify Advisory Services, LLC
CIK
0002021232
City
SANDY
State / Country
UT
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $422,392 | 32,769 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $492,675 | 37,869 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $472,055 | 38,069 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $461,776 | 38,069 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $480,811 | 38,069 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $496,419 | 38,069 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $482,591 | 39,299 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $505,755 | 39,574 | Shares | Sole | 2024-04-30 |