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Disclosery

Diversify Advisory Services, LLC: SM position timeline

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

Diversify Advisory Services, LLC held 0 SM shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -44,507 shares

    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).

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

  2. period ended2025-09-30
    13F 44,507 shares
    Change vs previous 13F -83 shares

    0.03% of the 13F portfolio, value $861,216.

    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).

  3. period ended2025-06-30
    13F 44,590 shares
    Change vs previous 13F -949 shares

    0.05% of the 13F portfolio, value $1,201,694.

    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).

  4. period ended2025-03-31
    13F 45,539 shares
    Change vs previous 13F -303,729 shares

    0.07% of the 13F portfolio, value $1,059,234.

    13F-HR 0001085146-25-002578 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 ended2024-12-31
    13F 349,268 shares
    Change vs previous 13F +11,191 shares

    0.83% of the 13F portfolio, value $15,140,758.

    13F-HR 0001085146-25-000251 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).

  6. period ended2024-09-30
    13F 338,077 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $14,310,786.

    13F-HR 0001085146-24-005134 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).