Diversify Advisory Services, LLC: SBSW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SBSW, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 466,468 SBSW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 466,468 sharesChange vs previous 13F +260,943 shares
0.03% of the 13F portfolio, value $3,988,306.
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: 233,234 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 233,234 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 205,525 sharesChange vs previous 13F +2,011 shares
0.04% of the 13F portfolio, value $2,357,373.
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: 205,525 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 203,514 sharesChange vs previous 13F +15,755 shares
0.07% of the 13F portfolio, value $3,468,139.
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: 54,300 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 149,214 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 187,759 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,963,959.
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: 49,830 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 137,929 shares
Acceptance time not in the bulk data set (spec §4.2).