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Diversify Advisory Services, LLC: IJR position timeline

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

Diversify Advisory Services, LLC held 114,164 IJR 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 114,164 shares
    Change vs previous 13F +57,179 shares

    0.14% of the 13F portfolio, value $16,611,876.

    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: 57,082 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,082 shares

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

  2. period ended2026-03-31
    13F 56,985 shares
    Change vs previous 13F +33,319 shares

    0.14% of the 13F portfolio, value $7,677,572.

    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: 56,985 shares

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

  3. period ended2025-12-31
    13F 23,666 shares
    Change vs previous 13F +2,577 shares

    0.06% of the 13F portfolio, value $3,029,620.

    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: 16,801 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,865 shares

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

  4. period ended2025-09-30
    13F 21,089 shares
    Change vs previous 13F +1,094 shares

    0.05% of the 13F portfolio, value $2,489,361.

    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: 17,023 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,066 shares

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

  5. period ended2025-06-30
    13F 19,995 shares
    Change vs previous 13F +4,036 shares

    0.05% of the 13F portfolio, value $2,287,008.

    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: 17,142 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,853 shares

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

  6. period ended2025-03-31
    13F 15,959 shares
    Change vs previous 13F -5,450 shares

    0.05% of the 13F portfolio, value $1,609,275.

    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: 12,861 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,098 shares

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

  7. period ended2024-12-31
    13F 21,409 shares
    Change vs previous 13F +813 shares

    0.08% of the 13F portfolio, value $2,420,995.

    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: 17,859 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,550 shares

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

  8. period ended2024-09-30
    13F 20,596 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,374,416.

    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: 17,667 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,929 shares

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