Skip to content
Disclosery

Diversify Advisory Services, LLC: SPY position timeline

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

Diversify Advisory Services, LLC held 568,488 SPY 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 568,488 shares
    Change vs previous 13F +242,853 shares

    3.53% of the 13F portfolio, value $420,164,514.

    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: 284,244 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 284,244 shares

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

  2. period ended2026-03-31
    13F 325,635 shares
    Change vs previous 13F -1,439 shares

    3.7% of the 13F portfolio, value $231,715,321.

    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: 398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 325,237 shares

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

  3. period ended2025-12-31
    13F 327,074 shares
    Change vs previous 13F -8,017 shares

    4.27% of the 13F portfolio, value $226,275,991.

    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: 302,667 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,407 shares

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

  4. period ended2025-09-30
    13F 335,091 shares
    Change vs previous 13F +9,282 shares

    4.86% of the 13F portfolio, value $228,981,360.

    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: 259,598 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 75,493 shares

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

  5. period ended2025-06-30
    13F 325,809 shares
    Change vs previous 13F +45,901 shares

    4.95% of the 13F portfolio, value $209,394,327.

    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: 250,753 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 75,056 shares

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

  6. period ended2025-03-31
    13F 279,908 shares
    Change vs previous 13F -90,507 shares

    5.26% of the 13F portfolio, value $155,158,561.

    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: 206,006 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 73,902 shares

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

  7. period ended2024-12-31
    13F 370,415 shares
    Change vs previous 13F +127,798 shares

    6.94% of the 13F portfolio, value $215,022,239.

    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: 296,604 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 73,811 shares

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

  8. period ended2024-09-30
    13F 242,617 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $141,219,328.

    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: 185,605 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,012 shares

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