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Diversify Advisory Services, LLC: SHW position timeline

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

Diversify Advisory Services, LLC held 4,512 SHW 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 4,512 shares
    Change vs previous 13F +1,608 shares

    0.01% of the 13F portfolio, value $1,476,602.

    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: 2,256 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,256 shares

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

  2. period ended2026-03-31
    13F 2,904 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $923,018.

    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: 2,904 shares

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

  3. period ended2025-12-31
    13F 2,941 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $1,049,184.

    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: 1,190 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,751 shares

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

  4. period ended2025-09-30
    13F 2,993 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $1,034,389.

    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: 1,281 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,712 shares

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

  5. period ended2025-06-30
    13F 2,965 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $1,061,516.

    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: 1,348 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,617 shares

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

  6. period ended2025-03-31
    13F 2,913 shares
    Change vs previous 13F +388 shares

    0.03% of the 13F portfolio, value $1,014,165.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,280 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,633 shares

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

  7. period ended2024-12-31
    13F 2,525 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $833,582.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 721 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,804 shares

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

  8. period ended2024-09-30
    13F 2,577 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $933,350.

    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: 1,172 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,405 shares

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