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Diversify Advisory Services, LLC: SYY position timeline

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

Diversify Advisory Services, LLC held 27,150 SYY 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 27,150 shares
    Change vs previous 13F +13,760 shares

    0.02% of the 13F portfolio, value $2,282,986.

    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: 13,575 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,575 shares

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

  2. period ended2026-03-31
    13F 13,390 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $990,454.

    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: 13,390 shares

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

  3. period ended2025-12-31
    13F 13,487 shares
    Change vs previous 13F -330 shares

    0.02% of the 13F portfolio, value $1,037,573.

    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: 4,314 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,173 shares

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

  4. period ended2025-09-30
    13F 13,817 shares
    Change vs previous 13F +1,436 shares

    0.02% of the 13F portfolio, value $1,007,264.

    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: 4,787 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,030 shares

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

  5. period ended2025-06-30
    13F 12,381 shares
    Change vs previous 13F +2,758 shares

    0.02% of the 13F portfolio, value $999,771.

    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: 2,758 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,623 shares

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

  6. period ended2025-03-31
    13F 9,623 shares
    Change vs previous 13F -11,767 shares

    0.05% of the 13F portfolio, value $675,890.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,623 shares

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

  7. period ended2024-12-31
    13F 21,390 shares
    Change vs previous 13F -1,428 shares

    0.05% of the 13F portfolio, value $1,574,079.

    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: 12,373 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,017 shares

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

  8. period ended2024-09-30
    13F 22,818 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,704,926.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,412 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,406 shares

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