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Diversify Advisory Services, LLC: SMH position timeline

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

Diversify Advisory Services, LLC held 22,802 SMH 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 22,802 shares
    Change vs previous 13F +595 shares

    0.1% of the 13F portfolio, value $12,507,854.

    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: 11,401 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,401 shares

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

  2. period ended2026-03-31
    13F 22,207 shares
    Change vs previous 13F +8,949 shares

    0.2% of the 13F portfolio, value $11,094,226.

    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: 22,207 shares

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

  3. period ended2025-12-31
    13F 13,258 shares
    Change vs previous 13F -300 shares

    0.17% of the 13F portfolio, value $5,308,528.

    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 13,558 shares
    Change vs previous 13F -20,768 shares

    0.17% of the 13F portfolio, value $4,963,632.

    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 34,326 shares
    Change vs previous 13F +31,342 shares

    0.39% of the 13F portfolio, value $10,301,307.

    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 2,984 shares
    Change vs previous 13F -5,043 shares

    0.04% of the 13F portfolio, value $627,410.

    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 8,027 shares
    Change vs previous 13F +528 shares

    0.11% of the 13F portfolio, value $1,984,064.

    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).

  8. period ended2024-09-30
    13F 7,499 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,887,303.

    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).