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Diversify Advisory Services, LLC: SAIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SAIA, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 6,214 SAIA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,214 shares
    Change vs previous 13F +2,971 shares

    0.02% of the 13F portfolio, value $2,609,382.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,107 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,107 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,243 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $1,368,676.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,243 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,186 shares
    Change vs previous 13F -376 shares

    0.02% of the 13F portfolio, value $1,132,536.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,568 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,562 shares
    Change vs previous 13F +257 shares

    0.06% of the 13F portfolio, value $1,013,674.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,305 shares
    Change vs previous 13F +1,020 shares

    0.06% of the 13F portfolio, value $995,499.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,285 shares
    Change vs previous 13F +381 shares

    0.04% of the 13F portfolio, value $540,745.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,904 shares
    Change vs previous 13F +340 shares

    0.07% of the 13F portfolio, value $858,057.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,564 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $645,760.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,564 shares

    Acceptance time not in the bulk data set (spec §4.2).