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Diversify Advisory Services, LLC: SNOW position timeline

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

Diversify Advisory Services, LLC held 245,474 SNOW 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 245,474 shares
    Change vs previous 13F +35,583 shares

    0.56% of the 13F portfolio, value $66,995,004.

    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: 122,737 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 122,737 shares

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

  2. period ended2026-03-31
    13F 209,891 shares
    Change vs previous 13F +99,915 shares

    0.47% of the 13F portfolio, value $29,640,711.

    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: 86,884 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 123,007 shares

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

  3. period ended2025-12-31
    13F 109,976 shares
    Change vs previous 13F -6,219 shares

    0.44% of the 13F portfolio, value $23,112,149.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 85,141 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,835 shares

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

  4. period ended2025-09-30
    13F 116,195 shares
    Change vs previous 13F -5,819 shares

    0.68% of the 13F portfolio, value $32,202,261.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 88,706 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,489 shares

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

  5. period ended2025-06-30
    13F 122,014 shares
    Change vs previous 13F +10,070 shares

    0.56% of the 13F portfolio, value $23,556,009.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 95,543 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,471 shares

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

  6. period ended2025-03-31
    13F 111,944 shares
    Change vs previous 13F +11,660 shares

    0.61% of the 13F portfolio, value $17,950,208.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 86,885 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,059 shares

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

  7. period ended2024-12-31
    13F 100,284 shares
    Change vs previous 13F +6,922 shares

    0.9% of the 13F portfolio, value $16,292,139.

    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 93,362 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $10,783,311.

    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).