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Diversify Advisory Services, LLC: SBRA position timeline

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

Diversify Advisory Services, LLC held 175,624 SBRA 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 175,624 shares
    Change vs previous 13F +10,019 shares

    0.03% of the 13F portfolio, value $3,931,842.

    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: 87,812 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 87,812 shares

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

  2. period ended2026-03-31
    13F 165,605 shares
    Change vs previous 13F +83,744 shares

    0.05% of the 13F portfolio, value $3,370,005.

    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: 81,104 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 84,501 shares

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

  3. period ended2025-12-31
    13F 81,861 shares
    Change vs previous 13F +773 shares

    0.05% of the 13F portfolio, value $1,575,015.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 81,088 shares
    Change vs previous 13F +5,277 shares

    0.05% of the 13F portfolio, value $1,450,663.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 75,811 shares
    Change vs previous 13F +62,933 shares

    0.05% of the 13F portfolio, value $1,412,355.

    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).

  6. period ended2025-03-31
    13F 12,878 shares
    Change vs previous 13F +689 shares

    0.01% of the 13F portfolio, value $225,500.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 12,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,218.

    13F-HR 0001085146-25-000251 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).