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Diversify Advisory Services, LLC: SCCO position timeline

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

Diversify Advisory Services, LLC held 33,976 SCCO 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 33,976 shares
    Change vs previous 13F +17,868 shares

    0.05% of the 13F portfolio, value $6,092,744.

    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: 16,988 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,988 shares

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

  2. period ended2026-03-31
    13F 16,108 shares
    Change vs previous 13F +427 shares

    0.05% of the 13F portfolio, value $2,713,004.

    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: 16,108 shares

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

  3. period ended2025-12-31
    13F 15,681 shares
    Change vs previous 13F -2,057 shares

    0.09% of the 13F portfolio, value $2,837,533.

    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 17,738 shares
    Change vs previous 13F -2,154 shares

    0.08% of the 13F portfolio, value $2,452,925.

    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 19,892 shares
    Change vs previous 13F +5,149 shares

    0.07% of the 13F portfolio, value $1,954,434.

    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 14,743 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $1,369,149.

    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 14,728 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,393,400.

    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).

  8. period ended2024-09-30
    13F 14,728 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,687,398.

    13F-HR 0001085146-24-005134 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).