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Diversify Advisory Services, LLC: SILA position timeline

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

Diversify Advisory Services, LLC held 0 SILA 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 0 shares
    Change vs previous 13F -158,642 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 158,642 shares
    Change vs previous 13F +17,534 shares

    0.07% of the 13F portfolio, value $4,514,913.

    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: 38,323 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 120,319 shares

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

  3. period ended2025-12-31
    13F 141,108 shares
    Change vs previous 13F -4,478 shares

    0.06% of the 13F portfolio, value $3,379,808.

    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: 55,689 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 85,419 shares

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

  4. period ended2025-09-30
    13F 145,586 shares
    Change vs previous 13F +35,658 shares

    0.07% of the 13F portfolio, value $3,425,650.

    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: 55,689 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 89,897 shares

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

  5. period ended2025-06-30
    13F 109,928 shares
    Change vs previous 13F -23,264 shares

    0.07% of the 13F portfolio, value $2,787,789.

    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: 15,995 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 93,933 shares

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

  6. period ended2025-03-31
    13F 133,192 shares
    Change vs previous 13F +4,502 shares

    0.12% of the 13F portfolio, value $3,415,064.

    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: 12,857 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 120,335 shares

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

  7. period ended2024-12-31
    13F 128,690 shares
    Change vs previous 13F -26,112 shares

    0.1% of the 13F portfolio, value $2,981,754.

    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: 17,249 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 111,441 shares

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

  8. period ended2024-09-30
    13F 154,802 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,003,007.

    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: 35,331 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 119,471 shares

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