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Diversify Advisory Services, LLC: SAP position timeline

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

Diversify Advisory Services, LLC held 20,358 SAP 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 20,358 shares
    Change vs previous 13F +7,985 shares

    0.03% of the 13F portfolio, value $3,481,440.

    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: 10,179 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,179 shares

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

  2. period ended2026-03-31
    13F 12,373 shares
    Change vs previous 13F -6,613 shares

    0.04% of the 13F portfolio, value $2,104,641.

    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: 12,373 shares

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

  3. period ended2025-12-31
    13F 18,986 shares
    Change vs previous 13F -3,257 shares

    0.09% of the 13F portfolio, value $4,601,540.

    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: 6,657 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,329 shares

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

  4. period ended2025-09-30
    13F 22,243 shares
    Change vs previous 13F -3,273 shares

    0.12% of the 13F portfolio, value $5,871,186.

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

    • Diversify Advisory Services, LLC: 7,642 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,601 shares

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

  5. period ended2025-06-30
    13F 25,516 shares
    Change vs previous 13F +7,920 shares

    0.17% of the 13F portfolio, value $7,039,586.

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

    • Diversify Advisory Services, LLC: 9,983 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,533 shares

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

  6. period ended2025-03-31
    13F 17,596 shares
    Change vs previous 13F +2,196 shares

    0.17% of the 13F portfolio, value $5,147,600.

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

    • Diversify Advisory Services, LLC: 3,354 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,242 shares

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

  7. period ended2024-12-31
    13F 15,400 shares
    Change vs previous 13F +687 shares

    0.13% of the 13F portfolio, value $3,873,489.

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

    • Diversify Advisory Services, LLC: 3,096 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,304 shares

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

  8. period ended2024-09-30
    13F 14,713 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,443,295.

    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: 3,618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,095 shares

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