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Diversify Advisory Services, LLC: SRLN position timeline

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

Diversify Advisory Services, LLC held 2,720,356 SRLN 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 2,720,356 shares
    Change vs previous 13F +1,708,079 shares

    0.92% of the 13F portfolio, value $109,847,992.

    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: 1,360,178 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,360,178 shares

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

  2. period ended2026-03-31
    13F 1,012,277 shares
    Change vs previous 13F +249,650 shares

    0.73% of the 13F portfolio, value $41,078,206.

    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: 1,012,277 shares

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

  3. period ended2025-12-31
    13F 762,627 shares
    Change vs previous 13F +738,542 shares

    0.6% of the 13F portfolio, value $31,587,857.

    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: 747,744 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,883 shares

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

  4. period ended2025-09-30
    13F 24,085 shares
    Change vs previous 13F +15,329 shares

    0.02% of the 13F portfolio, value $993,518.

    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: 14,417 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,668 shares

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

  5. period ended2025-06-30
    13F 8,756 shares
    Change vs previous 13F -631 shares

    0.02% of the 13F portfolio, value $362,673.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 9,387 shares
    Change vs previous 13F -4,094 shares

    0.03% of the 13F portfolio, value $383,547.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 13,481 shares
    Change vs previous 13F +1,136 shares

    0.04% of the 13F portfolio, value $564,592.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,481 shares

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

  8. period ended2024-09-30
    13F 12,345 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $517,434.

    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: 5,370 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,975 shares

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