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Diversify Advisory Services, LLC: SMCI position timeline

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

Diversify Advisory Services, LLC held 714,068 SMCI 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 714,068 shares
    Change vs previous 13F +85,044 shares

    0.18% of the 13F portfolio, value $21,286,350.

    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: 357,034 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 357,034 shares

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

  2. period ended2026-03-31
    13F 629,024 shares
    Change vs previous 13F +333,889 shares

    0.26% of the 13F portfolio, value $16,555,896.

    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: 301,620 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 327,404 shares

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

  3. period ended2025-12-31
    13F 295,135 shares
    Change vs previous 13F -6,953 shares

    0.3% of the 13F portfolio, value $9,633,206.

    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 302,088 shares
    Change vs previous 13F -1,506 shares

    0.51% of the 13F portfolio, value $15,330,966.

    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 303,594 shares
    Change vs previous 13F +26,901 shares

    0.54% of the 13F portfolio, value $14,095,869.

    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).

  6. period ended2025-03-31
    13F 276,693 shares
    Change vs previous 13F +119,841 shares

    0.62% of the 13F portfolio, value $9,960,948.

    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).

  7. period ended2024-12-31
    13F 156,852 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,113,375.

    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).