Diversify Advisory Services, LLC: SFM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on SFM, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 0 SFM shares at 2026-03-31 per its 13F-HR filed 2026-05-04.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -5,445 shares
13F-HR 0002021232-26-000002 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 ended2025-12-3113F 5,445 sharesChange vs previous 13F +5,445 shares
0.01% of the 13F portfolio, value $427,923.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -1,602 shares
13F-HR 0001085146-25-002517 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 ended2024-12-3113F 1,602 sharesChange vs previous 13F +1,602 shares
0.02% of the 13F portfolio, value $221,044.
13F-HR 0001085146-25-000249 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 ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005172 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.