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Diversify Advisory Services, LLC: IBM position timeline

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

Diversify Advisory Services, LLC held 105,600 IBM 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 105,600 shares
    Change vs previous 13F +63,602 shares

    0.19% of the 13F portfolio, value $22,839,148.

    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: 52,800 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,800 shares

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

  2. period ended2026-03-31
    13F 41,998 shares
    Change vs previous 13F +10,385 shares

    0.15% of the 13F portfolio, value $9,537,835.

    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: 2,190 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,808 shares

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

  3. period ended2025-12-31
    13F 31,613 shares
    Change vs previous 13F +968 shares

    0.18% of the 13F portfolio, value $9,613,264.

    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: 11,772 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,841 shares

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

  4. period ended2025-09-30
    13F 30,645 shares
    Change vs previous 13F +1,048 shares

    0.2% of the 13F portfolio, value $9,338,468.

    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: 10,834 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,811 shares

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

  5. period ended2025-06-30
    13F 29,597 shares
    Change vs previous 13F +4,832 shares

    0.16% of the 13F portfolio, value $6,948,397.

    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: 10,345 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,252 shares

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

  6. period ended2025-03-31
    13F 24,765 shares
    Change vs previous 13F +2,180 shares

    0.2% of the 13F portfolio, value $5,928,604.

    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: 7,191 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,574 shares

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

  7. period ended2024-12-31
    13F 22,585 shares
    Change vs previous 13F -7,294 shares

    0.16% of the 13F portfolio, value $4,963,056.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,008 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,577 shares

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

  8. period ended2024-09-30
    13F 29,879 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,946,802.

    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: 15,089 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,790 shares

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