Skip to content
Disclosery

Diversify Advisory Services, LLC: SAN position timeline

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

Diversify Advisory Services, LLC held 78,054 SAN 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 78,054 shares
    Change vs previous 13F +37,393 shares

    0.01% of the 13F portfolio, value $1,091,986.

    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: 39,027 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,027 shares

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

  2. period ended2026-03-31
    13F 40,661 shares
    Change vs previous 13F +15,551 shares

    0.01% of the 13F portfolio, value $487,119.

    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: 40,661 shares

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

  3. period ended2025-12-31
    13F 25,110 shares
    Change vs previous 13F +1,427 shares

    0.01% of the 13F portfolio, value $306,606.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,741 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,369 shares

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

  4. period ended2025-09-30
    13F 23,683 shares
    Change vs previous 13F +12,607 shares

    0.01% of the 13F portfolio, value $241,093.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,248 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,435 shares

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

  5. period ended2025-06-30
    13F 11,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,004.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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