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Diversify Advisory Services, LLC: IHDG position timeline

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

Diversify Advisory Services, LLC held 55,294 IHDG 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 55,294 shares
    Change vs previous 13F +25,908 shares

    0.02% of the 13F portfolio, value $2,909,034.

    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: 27,647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,647 shares

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

  2. period ended2026-03-31
    13F 29,386 shares
    Change vs previous 13F -3,461 shares

    0.03% of the 13F portfolio, value $1,440,186.

    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: 29,386 shares

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

  3. period ended2025-12-31
    13F 32,847 shares
    Change vs previous 13F -238,121 shares

    0.03% of the 13F portfolio, value $1,671,746.

    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: 15,094 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,753 shares

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

  4. period ended2025-09-30
    13F 270,968 shares
    Change vs previous 13F +7,296 shares

    0.74% of the 13F portfolio, value $12,759,898.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 263,672 shares
    Change vs previous 13F +8,593 shares

    0.73% of the 13F portfolio, value $11,857,322.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 255,079 shares
    Change vs previous 13F +99,617 shares

    0.82% of the 13F portfolio, value $10,981,170.

    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 155,462 shares
    Change vs previous 13F +9,501 shares

    0.54% of the 13F portfolio, value $6,869,885.

    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 145,961 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $6,536,135.

    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).