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Diversify Advisory Services, LLC: IEFA position timeline

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

Diversify Advisory Services, LLC held 286,216 IEFA 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 286,216 shares
    Change vs previous 13F +139,274 shares

    0.23% of the 13F portfolio, value $27,714,348.

    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: 143,108 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 143,108 shares

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

  2. period ended2026-03-31
    13F 146,942 shares
    Change vs previous 13F +42,041 shares

    0.22% of the 13F portfolio, value $13,722,925.

    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: 4,390 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 142,552 shares

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

  3. period ended2025-12-31
    13F 104,901 shares
    Change vs previous 13F +21,499 shares

    0.18% of the 13F portfolio, value $9,715,623.

    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: 84,008 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,893 shares

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

  4. period ended2025-09-30
    13F 83,402 shares
    Change vs previous 13F +15,655 shares

    0.16% of the 13F portfolio, value $7,347,743.

    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: 79,791 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,611 shares

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

  5. period ended2025-06-30
    13F 67,747 shares
    Change vs previous 13F +22,863 shares

    0.14% of the 13F portfolio, value $5,772,748.

    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: 64,468 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,279 shares

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

  6. period ended2025-03-31
    13F 44,884 shares
    Change vs previous 13F +7,457 shares

    0.12% of the 13F portfolio, value $3,537,709.

    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: 41,696 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,188 shares

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

  7. period ended2024-12-31
    13F 37,427 shares
    Change vs previous 13F +7,322 shares

    0.14% of the 13F portfolio, value $2,610,567.

    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 30,105 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,258,742.

    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).