Skip to content
Disclosery

Diversify Advisory Services, LLC: IBIT position timeline

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

Diversify Advisory Services, LLC held 94,476 IBIT 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 94,476 shares
    Change vs previous 13F +39,470 shares

    0.03% of the 13F portfolio, value $3,473,870.

    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: 47,238 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,238 shares

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

  2. period ended2026-03-31
    13F 55,006 shares
    Change vs previous 13F -304,643 shares

    0.04% of the 13F portfolio, value $2,351,508.

    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: 55,006 shares

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

  3. period ended2025-12-31
    13F 359,649 shares
    Change vs previous 13F +338,888 shares

    0.37% of the 13F portfolio, value $19,501,280.

    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: 350,570 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,079 shares

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

  4. period ended2025-09-30
    13F 20,761 shares
    Change vs previous 13F +4,008 shares

    0.03% of the 13F portfolio, value $1,256,636.

    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: 12,910 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,851 shares

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

  5. period ended2025-06-30
    13F 16,753 shares
    Change vs previous 13F +10,639 shares

    0.03% of the 13F portfolio, value $1,138,399.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,731 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,022 shares

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

  6. period ended2025-03-31
    13F 6,114 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $331,520.

    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).