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Diversify Advisory Services, LLC: SHYD position timeline

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

Diversify Advisory Services, LLC held 72,904 SHYD 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 72,904 shares
    Change vs previous 13F +31,404 shares

    0.01% of the 13F portfolio, value $1,653,442.

    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: 36,452 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,452 shares

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

  2. period ended2026-03-31
    13F 41,500 shares
    Change vs previous 13F -2,002 shares

    0.02% of the 13F portfolio, value $940,812.

    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: 41,500 shares

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

  3. period ended2025-12-31
    13F 43,502 shares
    Change vs previous 13F +522 shares

    0.03% of the 13F portfolio, value $1,001,425.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 42,980 shares
    Change vs previous 13F +16,529 shares

    0.03% of the 13F portfolio, value $978,655.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $599,379.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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