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Diversify Advisory Services, LLC: IGSB position timeline

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

Diversify Advisory Services, LLC held 139,642 IGSB 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 139,642 shares
    Change vs previous 13F +68,744 shares

    0.06% of the 13F portfolio, value $7,269,796.

    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: 69,821 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 69,821 shares

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

  2. period ended2026-03-31
    13F 70,898 shares
    Change vs previous 13F -14,614 shares

    0.07% of the 13F portfolio, value $3,721,421.

    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: 70,898 shares

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

  3. period ended2025-12-31
    13F 85,512 shares
    Change vs previous 13F -94,687 shares

    0.09% of the 13F portfolio, value $4,527,698.

    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: 25,698 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 59,814 shares

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

  4. period ended2025-09-30
    13F 180,199 shares
    Change vs previous 13F -36,924 shares

    0.2% of the 13F portfolio, value $9,514,509.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 41,100 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 139,099 shares

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

  5. period ended2025-06-30
    13F 217,123 shares
    Change vs previous 13F +92,543 shares

    0.27% of the 13F portfolio, value $11,455,392.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 87,446 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 129,677 shares

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

  6. period ended2025-03-31
    13F 124,580 shares
    Change vs previous 13F +46,321 shares

    0.49% of the 13F portfolio, value $6,540,460.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 78,259 shares
    Change vs previous 13F +2,086 shares

    0.31% of the 13F portfolio, value $4,033,473.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 76,173 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,965,574.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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