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Diversify Advisory Services, LLC: SPMB position timeline

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

Diversify Advisory Services, LLC held 183,562 SPMB 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 183,562 shares
    Change vs previous 13F +83,828 shares

    0.03% of the 13F portfolio, value $4,043,880.

    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: 91,781 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,781 shares

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

  2. period ended2026-03-31
    13F 99,734 shares
    Change vs previous 13F -390 shares

    0.04% of the 13F portfolio, value $2,223,066.

    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: 99,734 shares

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

  3. period ended2025-12-31
    13F 100,124 shares
    Change vs previous 13F +6,519 shares

    0.04% of the 13F portfolio, value $2,255,413.

    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: 78,816 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,308 shares

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

  4. period ended2025-09-30
    13F 93,605 shares
    Change vs previous 13F -6,241 shares

    0.04% of the 13F portfolio, value $2,102,379.

    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: 80,893 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,712 shares

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

  5. period ended2025-06-30
    13F 99,846 shares
    Change vs previous 13F -292 shares

    0.05% of the 13F portfolio, value $2,200,599.

    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: 81,062 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,784 shares

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

  6. period ended2025-03-31
    13F 100,138 shares
    Change vs previous 13F -2,482 shares

    0.07% of the 13F portfolio, value $2,206,040.

    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: 75,456 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,682 shares

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

  7. period ended2024-12-31
    13F 102,620 shares
    Change vs previous 13F -6,937 shares

    0.07% of the 13F portfolio, value $2,183,754.

    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: 71,810 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,810 shares

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

  8. period ended2024-09-30
    13F 109,557 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,405,648.

    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: 74,899 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,658 shares

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