Diversify Advisory Services, LLC
- SEC CIK
- 0002021232
- Latest filing
- Aug 7, 2026
SM holding history
SM Energy Co in every 13F filed by Diversify Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SM overviewAll 13F holders of SMFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −44,507−100.0% | Sold out | Holders |
| Q3 2025 | 44,507 | $861.2K | <0.1% | −83−0.2% | Reduced | Holders |
| Q2 2025 | 44,590 | $1.20M | <0.1% | −949−2.1% | Reduced | Holders |
| Q1 2025 | 45,539 | $1.06M | 0.1% | −303,729−87.0% | Reduced | Holders |
| Q4 2024 | 349,268 | $15.1M | 0.8% | +11,191+3.3% | Added | Holders |
| Q3 2024 | 338,077 | $14.3M | 0.8% | +27,519+8.9% | Added | Holders |
| Q2 2024 | 310,558 | $13.5M | 0.7% | +247,331+391.2% | Added | Holders |
| Q1 2024 | 63,227 | $3.20M | 0.2% | – | No prior filing | Holders |