Skip to content
Disclosery

Diversify Advisory Services, LLC: SPLV position timeline

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

Diversify Advisory Services, LLC held 35,638 SPLV 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 35,638 shares
    Change vs previous 13F +17,747 shares

    0.02% of the 13F portfolio, value $2,751,950.

    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: 17,819 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,819 shares

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

  2. period ended2026-03-31
    13F 17,891 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $1,321,618.

    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: 17,891 shares

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

  3. period ended2025-12-31
    13F 17,905 shares
    Change vs previous 13F -240 shares

    0.04% of the 13F portfolio, value $1,311,165.

    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 18,145 shares
    Change vs previous 13F -84 shares

    0.04% of the 13F portfolio, value $1,275,585.

    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 18,229 shares
    Change vs previous 13F -201 shares

    0.05% of the 13F portfolio, value $1,336,890.

    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 18,430 shares
    Change vs previous 13F -907 shares

    0.08% of the 13F portfolio, value $1,334,707.

    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 19,337 shares
    Change vs previous 13F -184 shares

    0.07% of the 13F portfolio, value $1,321,124.

    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 19,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,414,307.

    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).