Diversify Advisory Services, LLC: IJT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on IJT, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 5,114 IJT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,114 sharesChange vs previous 13F +2,255 shares
0.01% of the 13F portfolio, value $882,648.
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: 2,557 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 2,557 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,859 sharesChange vs previous 13F -67 shares
0.01% of the 13F portfolio, value $451,085.
13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,926 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $433,862.
13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,925 sharesChange vs previous 13F +186 shares
0.02% of the 13F portfolio, value $409,295.
13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,739 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $378,311.
13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,739 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $333,501.
13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,738 sharesChange vs previous 13F -388 shares
0.03% of the 13F portfolio, value $366,865.
13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,126 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $425,480.
13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).