Diversify Advisory Services, LLC: SF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SF, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 6,060 SF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,060 sharesChange vs previous 13F +2,911 shares
<0.01% of the 13F portfolio, value $499,184.
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: 3,030 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 3,030 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,149 sharesChange vs previous 13F +3,149 shares
<0.01% of the 13F portfolio, value $243,602.
13F-HR 0002030780-26-000002 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).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,003 shares
13F-HR 0001085146-25-002578 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,003 sharesChange vs previous 13F -243 shares
0.02% of the 13F portfolio, value $312,310.
13F-HR 0001085146-25-000251 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 ended2024-09-3013F 3,246 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $326,255.
13F-HR 0001085146-24-005134 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).