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Diversify Advisory Services, LLC: SHYG position timeline

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

Diversify Advisory Services, LLC held 99,558 SHYG 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 99,558 shares
    Change vs previous 13F +26,820 shares

    0.04% of the 13F portfolio, value $4,189,368.

    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: 49,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,779 shares

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

  2. period ended2026-03-31
    13F 72,738 shares
    Change vs previous 13F +12,735 shares

    0.05% of the 13F portfolio, value $3,095,007.

    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: 13,997 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,741 shares

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

  3. period ended2025-12-31
    13F 60,003 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $2,583,133.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,079 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,924 shares

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

  4. period ended2025-09-30
    13F 59,778 shares
    Change vs previous 13F -11,373 shares

    0.05% of the 13F portfolio, value $2,555,512.

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

    • Diversify Advisory Services, LLC: 31,592 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,186 shares

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

  5. period ended2025-06-30
    13F 71,151 shares
    Change vs previous 13F +10,645 shares

    0.07% of the 13F portfolio, value $3,057,378.

    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: 35,070 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,081 shares

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

  6. period ended2025-03-31
    13F 60,506 shares
    Change vs previous 13F -573 shares

    0.09% of the 13F portfolio, value $2,572,134.

    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: 21,099 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,407 shares

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

  7. period ended2024-12-31
    13F 61,079 shares
    Change vs previous 13F -2,150 shares

    0.08% of the 13F portfolio, value $2,603,161.

    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: 18,400 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,679 shares

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

  8. period ended2024-09-30
    13F 63,229 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,717,567.

    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: 20,674 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,555 shares

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