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Diversify Advisory Services, LLC: IMCG position timeline

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

Diversify Advisory Services, LLC held 116,996 IMCG 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 116,996 shares
    Change vs previous 13F +58,677 shares

    0.09% of the 13F portfolio, value $11,214,084.

    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: 58,498 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,498 shares

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

  2. period ended2026-03-31
    13F 58,319 shares
    Change vs previous 13F +26,250 shares

    0.09% of the 13F portfolio, value $5,016,058.

    13F-HR 0002030780-26-000002 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).

  3. period ended2024-09-30
    13F 32,069 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,364,195.

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

    • Diversify Advisory Services, LLC: 12,511 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,558 shares

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