Diversify Advisory Services, LLC: SCHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SCHC, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 695,012 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 695,012 sharesChange vs previous 13F +380,468 shares
0.28% of the 13F portfolio, value $33,478,698.
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: 347,506 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 347,506 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 314,544 sharesChange vs previous 13F +59,756 shares
0.28% of the 13F portfolio, value $15,415,804.
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: 314,544 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 254,788 sharesChange vs previous 13F +237,710 shares
0.23% of the 13F portfolio, value $12,009,071.
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: 57,191 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 197,597 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,078 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $772,945.
13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).