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Diversify Advisory Services, LLC: SPSB position timeline

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

Diversify Advisory Services, LLC held 69,176 SPSB 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 69,176 shares
    Change vs previous 13F +23,831 shares

    0.02% of the 13F portfolio, value $2,066,950.

    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: 34,588 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,588 shares

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

  2. period ended2026-03-31
    13F 45,345 shares
    Change vs previous 13F -3,591 shares

    0.02% of the 13F portfolio, value $1,363,056.

    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: 45,345 shares

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

  3. period ended2025-12-31
    13F 48,936 shares
    Change vs previous 13F +9,832 shares

    0.05% of the 13F portfolio, value $1,478,860.

    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 39,104 shares
    Change vs previous 13F +4,845 shares

    0.04% of the 13F portfolio, value $1,178,983.

    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: 39,104 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 34,259 shares
    Change vs previous 13F +12,473 shares

    0.02% of the 13F portfolio, value $1,032,910.

    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: 26,831 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,428 shares

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

  6. period ended2025-03-31
    13F 21,786 shares
    Change vs previous 13F -4,725 shares

    0.02% of the 13F portfolio, value $656,195.

    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: 12,224 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,562 shares

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

  7. period ended2024-12-31
    13F 26,511 shares
    Change vs previous 13F +3,809 shares

    0.03% of the 13F portfolio, value $790,539.

    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: 14,666 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,845 shares

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

  8. period ended2024-09-30
    13F 22,702 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $681,978.

    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: 11,778 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,924 shares

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