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Diversify Advisory Services, LLC: SPHQ position timeline

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

Diversify Advisory Services, LLC held 43,232 SPHQ 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 43,232 shares
    Change vs previous 13F +22,328 shares

    0.03% of the 13F portfolio, value $3,676,514.

    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: 21,616 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,616 shares

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

  2. period ended2026-03-31
    13F 20,904 shares
    Change vs previous 13F +4,936 shares

    0.03% of the 13F portfolio, value $1,672,513.

    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: 20,904 shares

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

  3. period ended2025-12-31
    13F 15,968 shares
    Change vs previous 13F +620 shares

    0.02% of the 13F portfolio, value $1,235,104.

    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: 4,834 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,134 shares

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

  4. period ended2025-09-30
    13F 15,348 shares
    Change vs previous 13F +7,080 shares

    0.02% of the 13F portfolio, value $1,132,477.

    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: 5,453 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,895 shares

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

  5. period ended2025-06-30
    13F 8,268 shares
    Change vs previous 13F +484 shares

    0.04% of the 13F portfolio, value $598,500.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,268 shares

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

  6. period ended2025-03-31
    13F 7,784 shares
    Change vs previous 13F +3,988 shares

    0.02% of the 13F portfolio, value $512,350.

    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: 3,778 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,006 shares

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

  7. period ended2024-12-31
    13F 3,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,098.

    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).