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Diversify Advisory Services, LLC: SUSC position timeline

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

Diversify Advisory Services, LLC held 80,946 SUSC 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 80,946 shares
    Change vs previous 13F +26,349 shares

    0.02% of the 13F portfolio, value $1,839,900.

    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: 40,473 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,473 shares

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

  2. period ended2026-03-31
    13F 54,597 shares
    Change vs previous 13F -4,702 shares

    0.02% of the 13F portfolio, value $1,261,744.

    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: 54,597 shares

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

  3. period ended2025-12-31
    13F 59,299 shares
    Change vs previous 13F +32,662 shares

    0.03% of the 13F portfolio, value $1,390,553.

    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: 25,393 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,906 shares

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

  4. period ended2025-09-30
    13F 26,637 shares
    Change vs previous 13F -5,087 shares

    0.02% of the 13F portfolio, value $623,705.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 31,724 shares
    Change vs previous 13F -6,451 shares

    0.03% of the 13F portfolio, value $737,900.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 38,175 shares
    Change vs previous 13F -10,177 shares

    0.05% of the 13F portfolio, value $878,407.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 48,352 shares
    Change vs previous 13F -14,967 shares

    0.06% of the 13F portfolio, value $1,086,469.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 63,319 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,470,904.

    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).