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Diversify Advisory Services, LLC: SCHB position timeline

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

Diversify Advisory Services, LLC held 111,660 SCHB 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 111,660 shares
    Change vs previous 13F +50,578 shares

    0.03% of the 13F portfolio, value $3,192,342.

    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: 55,830 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 55,830 shares

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

  2. period ended2026-03-31
    13F 61,082 shares
    Change vs previous 13F +5,267 shares

    0.03% of the 13F portfolio, value $1,676,100.

    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: 8,732 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,350 shares

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

  3. period ended2025-12-31
    13F 55,815 shares
    Change vs previous 13F +5,969 shares

    0.03% of the 13F portfolio, value $1,494,475.

    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: 16,471 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,344 shares

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

  4. period ended2025-09-30
    13F 49,846 shares
    Change vs previous 13F +263 shares

    0.03% of the 13F portfolio, value $1,310,964.

    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: 10,176 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,670 shares

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

  5. period ended2025-06-30
    13F 49,583 shares
    Change vs previous 13F -12,822 shares

    0.03% of the 13F portfolio, value $1,228,684.

    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: 10,272 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,311 shares

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

  6. period ended2025-03-31
    13F 62,405 shares
    Change vs previous 13F +16,189 shares

    0.05% of the 13F portfolio, value $1,332,355.

    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: 20,545 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,860 shares

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

  7. period ended2024-12-31
    13F 46,216 shares
    Change vs previous 13F -4,734 shares

    0.08% of the 13F portfolio, value $1,039,866.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 50,950 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,137,719.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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