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Diversify Advisory Services, LLC: SCHV position timeline

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

Diversify Advisory Services, LLC held 75,458 SCHV 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 75,458 shares
    Change vs previous 13F +28,728 shares

    0.02% of the 13F portfolio, value $2,585,172.

    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: 37,729 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,729 shares

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

  2. period ended2026-03-31
    13F 46,730 shares
    Change vs previous 13F +11,078 shares

    0.02% of the 13F portfolio, value $1,492,564.

    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: 9,943 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,787 shares

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

  3. period ended2025-12-31
    13F 35,652 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $1,103,779.

    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 35,524 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $1,022,740.

    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 35,543 shares
    Change vs previous 13F +164 shares

    0.04% of the 13F portfolio, value $1,003,730.

    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 35,379 shares
    Change vs previous 13F -2,509 shares

    0.06% of the 13F portfolio, value $912,422.

    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 37,888 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $976,381.

    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 37,882 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,022,809.

    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).