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Diversify Advisory Services, LLC: SPYG position timeline

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

Diversify Advisory Services, LLC held 3,532,162 SPYG 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 3,532,162 shares
    Change vs previous 13F +1,865,500 shares

    3.4% of the 13F portfolio, value $404,609,102.

    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: 1,766,081 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,766,081 shares

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

  2. period ended2026-03-31
    13F 1,666,662 shares
    Change vs previous 13F +172,254 shares

    3.32% of the 13F portfolio, value $185,866,125.

    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: 1,666,662 shares

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

  3. period ended2025-12-31
    13F 1,494,408 shares
    Change vs previous 13F +613,157 shares

    3.04% of the 13F portfolio, value $161,293,372.

    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: 307,526 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,186,882 shares

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

  4. period ended2025-09-30
    13F 881,251 shares
    Change vs previous 13F +40,393 shares

    2.03% of the 13F portfolio, value $95,703,818.

    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: 281,014 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 600,237 shares

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

  5. period ended2025-06-30
    13F 840,858 shares
    Change vs previous 13F +81,656 shares

    1.99% of the 13F portfolio, value $84,329,662.

    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: 264,533 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 576,325 shares

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

  6. period ended2025-03-31
    13F 759,202 shares
    Change vs previous 13F +167,825 shares

    2.11% of the 13F portfolio, value $62,246,935.

    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: 221,056 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 538,146 shares

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

  7. period ended2024-12-31
    13F 591,377 shares
    Change vs previous 13F +150,529 shares

    1.67% of the 13F portfolio, value $51,763,180.

    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: 161,887 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 429,490 shares

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

  8. period ended2024-09-30
    13F 440,848 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $37,024,152.

    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: 145,978 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 294,870 shares

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