Diversify Advisory Services, LLC: SEIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SEIC, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 0 SEIC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -13,551 shares
13F-HR 0002030780-26-000004 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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 13,551 sharesChange vs previous 13F +491 shares
0.02% of the 13F portfolio, value $1,231,363.
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: 13,551 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,060 sharesChange vs previous 13F +1,848 shares
0.04% of the 13F portfolio, value $1,123,308.
13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,212 sharesChange vs previous 13F +4,861 shares
0.03% of the 13F portfolio, value $906,827.
13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,351 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $559,269.
13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).