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Diversify Advisory Services, LLC: IQM position timeline

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

Diversify Advisory Services, LLC held 20,344 IQM 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 20,344 shares
    Change vs previous 13F +9,501 shares

    0.02% of the 13F portfolio, value $2,072,036.

    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: 10,172 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,172 shares

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

  2. period ended2026-03-31
    13F 10,843 shares
    Change vs previous 13F -959 shares

    0.02% of the 13F portfolio, value $1,133,322.

    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: 10,843 shares

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

  3. period ended2025-12-31
    13F 11,802 shares
    Change vs previous 13F +4,856 shares

    0.04% of the 13F portfolio, value $1,141,135.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,946 shares
    Change vs previous 13F +1,351 shares

    0.02% of the 13F portfolio, value $663,794.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 5,595 shares
    Change vs previous 13F +671 shares

    0.02% of the 13F portfolio, value $455,478.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 4,924 shares
    Change vs previous 13F -4,251 shares

    0.02% of the 13F portfolio, value $298,934.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 9,175 shares
    Change vs previous 13F +400 shares

    0.03% of the 13F portfolio, value $618,756.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 8,775 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $558,968.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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