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Diversify Advisory Services, LLC: IEF position timeline

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

Diversify Advisory Services, LLC held 147,184 IEF 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 147,184 shares
    Change vs previous 13F +81,485 shares

    0.12% of the 13F portfolio, value $13,729,416.

    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: 73,592 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 73,592 shares

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

  2. period ended2026-03-31
    13F 65,699 shares
    Change vs previous 13F -4,809 shares

    0.11% of the 13F portfolio, value $6,228,246.

    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: 65,699 shares

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

  3. period ended2025-12-31
    13F 70,508 shares
    Change vs previous 13F -2,146 shares

    0.13% of the 13F portfolio, value $6,765,388.

    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: 66,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,192 shares

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

  4. period ended2025-09-30
    13F 72,654 shares
    Change vs previous 13F +629 shares

    0.15% of the 13F portfolio, value $7,011,081.

    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: 69,774 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,880 shares

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

  5. period ended2025-06-30
    13F 72,025 shares
    Change vs previous 13F +59,484 shares

    0.16% of the 13F portfolio, value $6,870,464.

    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: 67,753 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,272 shares

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

  6. period ended2025-03-31
    13F 12,541 shares
    Change vs previous 13F -667 shares

    0.04% of the 13F portfolio, value $1,202,966.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,026 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,515 shares

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

  7. period ended2024-12-31
    13F 13,208 shares
    Change vs previous 13F -3,432 shares

    0.04% of the 13F portfolio, value $1,206,304.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,666 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,542 shares

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

  8. period ended2024-09-30
    13F 16,640 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,581,219.

    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: 10,043 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,597 shares

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