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Diversify Advisory Services, LLC: SPTL position timeline

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

Diversify Advisory Services, LLC held 57,606 SPTL 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 57,606 shares
    Change vs previous 13F +28,278 shares

    0.01% of the 13F portfolio, value $1,468,354.

    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: 28,803 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,803 shares

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

  2. period ended2026-03-31
    13F 29,328 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $763,119.

    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: 29,328 shares

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

  3. period ended2025-12-31
    13F 29,332 shares
    Change vs previous 13F +7,381 shares

    0.01% of the 13F portfolio, value $780,402.

    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: 20,868 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,464 shares

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

  4. period ended2025-09-30
    13F 21,951 shares
    Change vs previous 13F -11,710 shares

    0.02% of the 13F portfolio, value $593,765.

    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: 21,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 33,661 shares
    Change vs previous 13F +4,822 shares

    0.02% of the 13F portfolio, value $883,937.

    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: 22,179 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,482 shares

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

  6. period ended2025-03-31
    13F 28,839 shares
    Change vs previous 13F -7,919 shares

    0.03% of the 13F portfolio, value $780,096.

    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: 15,481 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,358 shares

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

  7. period ended2024-12-31
    13F 36,758 shares
    Change vs previous 13F -6,835 shares

    0.03% of the 13F portfolio, value $942,115.

    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: 18,403 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,355 shares

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

  8. period ended2024-09-30
    13F 43,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,196,462.

    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: 22,635 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,958 shares

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