Diversify Advisory Services, LLC: SHYM position timeline

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

Diversify Advisory Services, LLC held 106,898 SHYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 106,898 shares
Change vs previous 13F +60,263 shares
0.02% of the 13F portfolio, value $2,371,008.
13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Diversify Advisory Services, LLC: 53,449 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 53,449 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 46,635 shares
Change vs previous 13F -31,874 shares
0.02% of the 13F portfolio, value $1,034,836.
13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Diversify Advisory Services, LLC: 0 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 46,635 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 78,509 shares
Change vs previous 13F +7,526 shares
0.03% of the 13F portfolio, value $1,757,369.
13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Diversify Advisory Services, LLC: 69,555 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 8,954 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 70,983 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $1,577,250.
13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).