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Diversify Advisory Services, LLC: SCHZ position timeline

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

Diversify Advisory Services, LLC held 182,406 SCHZ 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 182,406 shares
    Change vs previous 13F +87,670 shares

    0.03% of the 13F portfolio, value $4,164,330.

    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: 91,203 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,203 shares

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

  2. period ended2026-03-31
    13F 94,736 shares
    Change vs previous 13F +4,762 shares

    0.04% of the 13F portfolio, value $2,193,132.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 89,974 shares
    Change vs previous 13F -26,970 shares

    0.1% of the 13F portfolio, value $2,109,890.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 89,974 shares

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

  4. period ended2025-09-30
    13F 116,944 shares
    Change vs previous 13F -107,500 shares

    0.06% of the 13F portfolio, value $2,738,835.

    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: 25,590 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,354 shares

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

  5. period ended2025-06-30
    13F 224,444 shares
    Change vs previous 13F +129,042 shares

    0.12% of the 13F portfolio, value $5,200,357.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 133,755 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 90,689 shares

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

  6. period ended2025-03-31
    13F 95,402 shares
    Change vs previous 13F -8,614 shares

    0.16% of the 13F portfolio, value $2,214,280.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 104,016 shares
    Change vs previous 13F -4,929 shares

    0.18% of the 13F portfolio, value $2,339,320.

    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 108,945 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,520,987.

    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).