Skip to content
Disclosery

Diversify Advisory Services, LLC: SPSC position timeline

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

Diversify Advisory Services, LLC held 0 SPSC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -12,585 shares

    13F-HR 0002030780-26-000004 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 12,585 shares
    Change vs previous 13F +989 shares

    0.01% of the 13F portfolio, value $694,420.

    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: 12,585 shares

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

  3. period ended2025-12-31
    13F 11,596 shares
    Change vs previous 13F +608 shares

    0.02% of the 13F portfolio, value $1,060,415.

    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: 3,320 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,276 shares

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

  4. period ended2025-09-30
    13F 10,988 shares
    Change vs previous 13F +287 shares

    0.02% of the 13F portfolio, value $906,854.

    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: 2,959 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,029 shares

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

  5. period ended2025-06-30
    13F 10,701 shares
    Change vs previous 13F +1,789 shares

    0.03% of the 13F portfolio, value $1,160,875.

    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: 2,890 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,811 shares

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

  6. period ended2025-03-31
    13F 8,912 shares
    Change vs previous 13F +2,227 shares

    0.04% of the 13F portfolio, value $1,265,527.

    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: 2,411 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,501 shares

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

  7. period ended2024-12-31
    13F 6,685 shares
    Change vs previous 13F +1,278 shares

    0.04% of the 13F portfolio, value $1,197,513.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,785 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,900 shares

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

  8. period ended2024-09-30
    13F 5,407 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,029,089.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,852 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,555 shares

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