Diversify Advisory Services
P icon

Diversify Advisory Services’s Everpure Inc P Stock Holding History

Diversify Advisory Services’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$530K Buy
3,976
+166
+4% +$15.6K 0.01% 893
2026
Q2 		$283K Buy
+3,810
New +$279K ﹤0.01% 1074
2026
Q1 		– Sell
-4,581
Closed -$334K – 682
2025
Q4 		$334K Sell
4,581
-11,767
-72% -$983K 0.01% 726
2025
Q3 		$1.61M Buy
+16,348
New +$1.09M 0.05% 255

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Diversify Advisory Services's P Position: Q3 2026 in Review

Diversify Advisory Services increased its Everpure Inc (P) stake by 4.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 3,976 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #893.

Diversify Advisory Services first reported a position in P in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2025. 166 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Diversify Advisory Services held 3,976 shares of Everpure Inc worth $530K as of Q3 2026.
  • Diversify Advisory Services bought 166 Everpure Inc shares in Q3 2026, an estimated $15.6K.
  • Everpure Inc made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #893 holding.
  • Diversify Advisory Services first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's Everpure Inc position peaked at $1.61M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.