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Diversify Advisory Services, LLC: IDEV position timeline

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

Diversify Advisory Services, LLC held 87,414 IDEV 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 87,414 shares
    Change vs previous 13F +38,009 shares

    0.07% of the 13F portfolio, value $7,817,442.

    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: 43,707 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 43,707 shares

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

  2. period ended2026-03-31
    13F 49,405 shares
    Change vs previous 13F -7,737 shares

    0.07% of the 13F portfolio, value $4,260,156.

    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: 2,734 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,671 shares

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

  3. period ended2025-12-31
    13F 57,142 shares
    Change vs previous 13F -11,665 shares

    0.09% of the 13F portfolio, value $4,881,266.

    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: 52,563 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,579 shares

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

  4. period ended2025-09-30
    13F 68,807 shares
    Change vs previous 13F -30,854 shares

    0.12% of the 13F portfolio, value $5,556,134.

    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: 64,387 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,420 shares

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

  5. period ended2025-06-30
    13F 99,661 shares
    Change vs previous 13F +82,219 shares

    0.3% of the 13F portfolio, value $7,759,613.

    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 17,442 shares
    Change vs previous 13F +128 shares

    0.08% of the 13F portfolio, value $1,249,535.

    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 17,314 shares
    Change vs previous 13F -681 shares

    0.06% of the 13F portfolio, value $1,107,221.

    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 17,995 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,232,461.

    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).