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Diversify Advisory Services, LLC: SCHF position timeline

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

Diversify Advisory Services, LLC held 426,142 SCHF 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 426,142 shares
    Change vs previous 13F +213,564 shares

    0.1% of the 13F portfolio, value $11,561,216.

    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: 213,071 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 213,071 shares

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

  2. period ended2026-03-31
    13F 212,578 shares
    Change vs previous 13F +45,513 shares

    0.1% of the 13F portfolio, value $5,507,894.

    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: 212,578 shares

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

  3. period ended2025-12-31
    13F 167,065 shares
    Change vs previous 13F -2,621 shares

    0.08% of the 13F portfolio, value $4,157,150.

    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: 9,746 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 157,319 shares

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

  4. period ended2025-09-30
    13F 169,686 shares
    Change vs previous 13F +9,641 shares

    0.09% of the 13F portfolio, value $4,043,608.

    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: 9,260 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 160,426 shares

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

  5. period ended2025-06-30
    13F 160,045 shares
    Change vs previous 13F -1,801 shares

    0.22% of the 13F portfolio, value $3,625,016.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 161,846 shares
    Change vs previous 13F -35,981 shares

    0.25% of the 13F portfolio, value $3,332,413.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 161,846 shares

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

  7. period ended2024-12-31
    13F 197,827 shares
    Change vs previous 13F +30,863 shares

    0.12% of the 13F portfolio, value $3,640,022.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,496 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 187,331 shares

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

  8. period ended2024-09-30
    13F 166,964 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,285,852.

    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).