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Diversify Advisory Services, LLC: SPYM position timeline

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

Diversify Advisory Services, LLC held 136,884 SPYM 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 136,884 shares
    Change vs previous 13F +64,633 shares

    0.1% of the 13F portfolio, value $11,907,488.

    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: 68,442 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 68,442 shares

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

  2. period ended2026-03-31
    13F 72,251 shares
    Change vs previous 13F -197,030 shares

    0.11% of the 13F portfolio, value $6,051,712.

    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: 72,251 shares

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

  3. period ended2025-12-31
    13F 269,281 shares
    Change vs previous 13F +80,347 shares

    0.41% of the 13F portfolio, value $21,915,505.

    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: 263,151 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,130 shares

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

  4. period ended2025-09-30
    13F 188,934 shares
    Change vs previous 13F +169,693 shares

    0.32% of the 13F portfolio, value $15,188,424.

    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: 183,275 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,659 shares

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

  5. period ended2025-06-30
    13F 19,241 shares
    Change vs previous 13F +9,459 shares

    0.03% of the 13F portfolio, value $1,454,991.

    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: 13,547 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,694 shares

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

  6. period ended2025-03-31
    13F 9,782 shares
    Change vs previous 13F -25,875 shares

    0.02% of the 13F portfolio, value $637,477.

    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: 4,206 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,576 shares

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

  7. period ended2024-12-31
    13F 35,657 shares
    Change vs previous 13F +755 shares

    0.08% of the 13F portfolio, value $2,435,354.

    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: 30,096 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,561 shares

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

  8. period ended2024-09-30
    13F 34,902 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,394,606.

    13F-HR 0001085146-24-005134 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).