Diversify Advisory Services, LLC: STGW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on STGW, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 3,449,158 STGW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,449,158 sharesChange vs previous 13F +1,716,564 shares
0.22% of the 13F portfolio, value $26,661,984.
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: 1,724,579 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 1,724,579 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,732,594 sharesChange vs previous 13F -17,406 shares
0.21% of the 13F portfolio, value $11,591,054.
13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,750,000 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $9,555,000.
13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,750,000 sharesChange vs previous 13F 0 shares
0.48% of the 13F portfolio, value $8,312,500.
13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,750,000 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $9,695,000.
13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).