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Diversify Advisory Services, LLC: SGOV position timeline

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

Diversify Advisory Services, LLC held 186,084 SGOV 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 186,084 shares
    Change vs previous 13F +91,862 shares

    0.16% of the 13F portfolio, value $18,729,280.

    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: 93,042 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 93,042 shares

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

  2. period ended2026-03-31
    13F 94,222 shares
    Change vs previous 13F -9,963 shares

    0.17% of the 13F portfolio, value $9,485,319.

    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: 94,222 shares

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

  3. period ended2025-12-31
    13F 104,185 shares
    Change vs previous 13F +8,527 shares

    0.2% of the 13F portfolio, value $10,472,541.

    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: 33,239 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 70,946 shares

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

  4. period ended2025-09-30
    13F 95,658 shares
    Change vs previous 13F -4,892 shares

    0.2% of the 13F portfolio, value $9,604,042.

    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: 18,519 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 77,139 shares

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

  5. period ended2025-06-30
    13F 100,550 shares
    Change vs previous 13F -16,319 shares

    0.24% of the 13F portfolio, value $10,104,201.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,066 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 69,484 shares

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

  6. period ended2025-03-31
    13F 116,869 shares
    Change vs previous 13F +55,531 shares

    0.4% of the 13F portfolio, value $11,764,020.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 71,949 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,920 shares

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

  7. period ended2024-12-31
    13F 61,338 shares
    Change vs previous 13F +2,063 shares

    0.2% of the 13F portfolio, value $6,161,412.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 58,405 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,933 shares

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

  8. period ended2024-09-30
    13F 59,275 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,962,512.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 56,668 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,607 shares

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