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Diversify Advisory Services, LLC: SPHY position timeline

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

Diversify Advisory Services, LLC held 2,748,722 SPHY 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 2,748,722 shares
    Change vs previous 13F +1,536,289 shares

    0.54% of the 13F portfolio, value $63,797,830.

    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: 1,374,361 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,374,361 shares

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

  2. period ended2026-03-31
    13F 1,212,433 shares
    Change vs previous 13F +143,735 shares

    0.46% of the 13F portfolio, value $28,480,061.

    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: 33,625 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,178,808 shares

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

  3. period ended2025-12-31
    13F 1,068,698 shares
    Change vs previous 13F +146,936 shares

    0.48% of the 13F portfolio, value $25,432,809.

    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: 423,914 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 644,784 shares

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

  4. period ended2025-09-30
    13F 921,762 shares
    Change vs previous 13F +139,566 shares

    0.46% of the 13F portfolio, value $21,744,377.

    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: 376,156 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 545,606 shares

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

  5. period ended2025-06-30
    13F 782,196 shares
    Change vs previous 13F +143,731 shares

    0.44% of the 13F portfolio, value $18,522,413.

    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: 281,431 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 500,765 shares

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

  6. period ended2025-03-31
    13F 638,465 shares
    Change vs previous 13F -2,105,576 shares

    0.51% of the 13F portfolio, value $14,920,912.

    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: 211,988 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 426,477 shares

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

  7. period ended2024-12-31
    13F 2,744,041 shares
    Change vs previous 13F +546,235 shares

    2.08% of the 13F portfolio, value $64,292,882.

    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: 2,413,215 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 330,826 shares

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

  8. period ended2024-09-30
    13F 2,197,806 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $52,182,137.

    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: 1,972,444 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 225,362 shares

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