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Diversify Advisory Services, LLC: SPIB position timeline

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

Diversify Advisory Services, LLC held 284,796 SPIB 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 284,796 shares
    Change vs previous 13F +129,584 shares

    0.08% of the 13F portfolio, value $9,432,446.

    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: 142,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 142,398 shares

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

  2. period ended2026-03-31
    13F 155,212 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $5,199,613.

    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: 16,153 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 139,059 shares

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

  3. period ended2025-12-31
    13F 155,210 shares
    Change vs previous 13F +7,420 shares

    0.17% of the 13F portfolio, value $5,250,762.

    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 147,790 shares
    Change vs previous 13F +621 shares

    0.17% of the 13F portfolio, value $4,984,941.

    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 147,169 shares
    Change vs previous 13F +57,302 shares

    0.19% of the 13F portfolio, value $4,947,834.

    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 89,867 shares
    Change vs previous 13F -97 shares

    0.19% of the 13F portfolio, value $2,992,568.

    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 89,964 shares
    Change vs previous 13F +2,000 shares

    0.16% of the 13F portfolio, value $2,927,412.

    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 87,964 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,920,419.

    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).