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Diversify Advisory Services, LLC: SPEM position timeline

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

Diversify Advisory Services, LLC held 122,322 SPEM 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 122,322 shares
    Change vs previous 13F +64,095 shares

    0.05% of the 13F portfolio, value $6,183,400.

    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: 61,161 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 61,161 shares

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

  2. period ended2026-03-31
    13F 58,227 shares
    Change vs previous 13F -9,241 shares

    0.05% of the 13F portfolio, value $2,938,704.

    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: 58,227 shares

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

  3. period ended2025-12-31
    13F 67,468 shares
    Change vs previous 13F +4,106 shares

    0.06% of the 13F portfolio, value $3,284,857.

    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: 51,576 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,892 shares

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

  4. period ended2025-09-30
    13F 63,362 shares
    Change vs previous 13F -2,976 shares

    0.06% of the 13F portfolio, value $3,020,447.

    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: 48,407 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,955 shares

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

  5. period ended2025-06-30
    13F 66,338 shares
    Change vs previous 13F +13,513 shares

    0.07% of the 13F portfolio, value $2,934,126.

    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: 46,317 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,021 shares

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

  6. period ended2025-03-31
    13F 52,825 shares
    Change vs previous 13F +2,779 shares

    0.07% of the 13F portfolio, value $2,078,103.

    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: 35,217 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,608 shares

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

  7. period ended2024-12-31
    13F 50,046 shares
    Change vs previous 13F -21,629 shares

    0.06% of the 13F portfolio, value $1,868,703.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 30,355 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,691 shares

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

  8. period ended2024-09-30
    13F 71,675 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,927,928.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 44,538 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,137 shares

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