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Diversify Advisory Services, LLC: IEMG position timeline

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

Diversify Advisory Services, LLC held 440,916 IEMG 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 440,916 shares
    Change vs previous 13F +149,071 shares

    0.29% of the 13F portfolio, value $34,104,926.

    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: 220,458 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 220,458 shares

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

  2. period ended2026-03-31
    13F 291,845 shares
    Change vs previous 13F -21,842 shares

    0.36% of the 13F portfolio, value $22,463,302.

    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: 5,778 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 286,067 shares

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

  3. period ended2025-12-31
    13F 313,687 shares
    Change vs previous 13F +209,277 shares

    0.42% of the 13F portfolio, value $22,162,649.

    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: 126,947 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 186,740 shares

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

  4. period ended2025-09-30
    13F 104,410 shares
    Change vs previous 13F +30,604 shares

    0.15% of the 13F portfolio, value $7,176,083.

    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: 97,559 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,851 shares

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

  5. period ended2025-06-30
    13F 73,806 shares
    Change vs previous 13F +26,018 shares

    0.11% of the 13F portfolio, value $4,579,649.

    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: 68,911 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,895 shares

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

  6. period ended2025-03-31
    13F 47,788 shares
    Change vs previous 13F -2,965 shares

    0.09% of the 13F portfolio, value $2,585,328.

    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: 43,051 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,737 shares

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

  7. period ended2024-12-31
    13F 50,753 shares
    Change vs previous 13F -3,545 shares

    0.08% of the 13F portfolio, value $2,598,050.

    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: 45,717 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,036 shares

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

  8. period ended2024-09-30
    13F 54,298 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,085,779.

    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).