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Diversify Advisory Services, LLC: SHLD position timeline

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

Diversify Advisory Services, LLC held 9,712 SHLD 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 9,712 shares
    Change vs previous 13F +1,237 shares

    0.01% of the 13F portfolio, value $620,146.

    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: 4,856 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,856 shares

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

  2. period ended2026-03-31
    13F 8,475 shares
    Change vs previous 13F -364 shares

    0.01% of the 13F portfolio, value $564,362.

    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 8,839 shares
    Change vs previous 13F +8,839 shares

    0.03% of the 13F portfolio, value $675,155.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -12,191 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 12,191 shares
    Change vs previous 13F -1,482 shares

    0.01% of the 13F portfolio, value $455,820.

    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: 6,353 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,838 shares

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

  6. period ended2024-09-30
    13F 13,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $526,033.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,281 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,392 shares

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