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Diversify Advisory Services, LLC: SHY position timeline

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

Diversify Advisory Services, LLC held 40,566 SHY 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 40,566 shares
    Change vs previous 13F +29,753 shares

    0.03% of the 13F portfolio, value $3,321,138.

    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: 20,283 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,283 shares

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

  2. period ended2026-03-31
    13F 10,813 shares
    Change vs previous 13F +1,868 shares

    0.02% of the 13F portfolio, value $890,883.

    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 8,945 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $741,074.

    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 ended2025-09-30
    13F 9,113 shares
    Change vs previous 13F -17,879 shares

    0.04% of the 13F portfolio, value $753,808.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,113 shares

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

  5. period ended2025-06-30
    13F 26,992 shares
    Change vs previous 13F -4,488 shares

    0.05% of the 13F portfolio, value $2,231,680.

    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: 7,200 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,792 shares

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

  6. period ended2025-03-31
    13F 31,480 shares
    Change vs previous 13F +14,726 shares

    0.09% of the 13F portfolio, value $2,613,117.

    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: 9,852 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,628 shares

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

  7. period ended2024-12-31
    13F 16,754 shares
    Change vs previous 13F +4,439 shares

    0.04% of the 13F portfolio, value $1,370,986.

    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: 5,218 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,536 shares

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

  8. period ended2024-09-30
    13F 12,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,015,082.

    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: 3,822 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,493 shares

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