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Diversify Advisory Services, LLC: SMFG position timeline

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

Diversify Advisory Services, LLC held 232,782 SMFG 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 232,782 shares
    Change vs previous 13F +113,535 shares

    0.05% of the 13F portfolio, value $6,131,498.

    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: 116,391 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 116,391 shares

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

  2. period ended2026-03-31
    13F 119,247 shares
    Change vs previous 13F +3,152 shares

    0.04% of the 13F portfolio, value $2,476,758.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 119,247 shares

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

  3. period ended2025-12-31
    13F 116,095 shares
    Change vs previous 13F +6,059 shares

    0.05% of the 13F portfolio, value $2,407,025.

    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: 30,258 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 85,837 shares

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

  4. period ended2025-09-30
    13F 110,036 shares
    Change vs previous 13F +3,813 shares

    0.04% of the 13F portfolio, value $1,799,090.

    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: 27,791 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 82,245 shares

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

  5. period ended2025-06-30
    13F 106,223 shares
    Change vs previous 13F +17,663 shares

    0.04% of the 13F portfolio, value $1,732,485.

    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: 25,673 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 80,550 shares

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

  6. period ended2025-03-31
    13F 88,560 shares
    Change vs previous 13F +11,184 shares

    0.04% of the 13F portfolio, value $1,269,945.

    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: 20,664 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,896 shares

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

  7. period ended2024-12-31
    13F 77,376 shares
    Change vs previous 13F +9,750 shares

    0.04% of the 13F portfolio, value $1,093,318.

    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: 16,299 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 61,077 shares

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

  8. period ended2024-09-30
    13F 67,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $836,409.

    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: 16,102 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,524 shares

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