Diversify Advisory Services, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on IDXX, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 6,224 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,224 sharesChange vs previous 13F +4,127 shares
0.03% of the 13F portfolio, value $3,461,788.
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: 3,112 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 3,112 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,097 sharesChange vs previous 13F -971 shares
0.02% of the 13F portfolio, value $1,161,025.
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: 2,097 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,068 sharesChange vs previous 13F +106 shares
0.04% of the 13F portfolio, value $2,193,269.
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: 1,950 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 1,118 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,962 sharesChange vs previous 13F -345 shares
0.05% of the 13F portfolio, value $2,141,349.
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: 1,888 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 1,074 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,307 sharesChange vs previous 13F +1,202 shares
0.05% of the 13F portfolio, value $2,157,056.
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: 2,161 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 1,146 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,105 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $919,821.
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: 919 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 1,186 shares
Acceptance time not in the bulk data set (spec §4.2).