Skip to content
Disclosery

Diversify Advisory Services, LLC: ITA position timeline

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

Diversify Advisory Services, LLC held 133,340 ITA 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 133,340 shares
    Change vs previous 13F -60,615 shares

    0.27% of the 13F portfolio, value $32,523,038.

    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: 66,670 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,670 shares

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

  2. period ended2026-03-31
    13F 193,955 shares
    Change vs previous 13F +98,118 shares

    0.66% of the 13F portfolio, value $41,339,576.

    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: 53,094 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 140,861 shares

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

  3. period ended2025-12-31
    13F 95,837 shares
    Change vs previous 13F +12,576 shares

    0.44% of the 13F portfolio, value $23,291,155.

    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: 84,444 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,393 shares

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

  4. period ended2025-09-30
    13F 83,261 shares
    Change vs previous 13F +2,774 shares

    0.6% of the 13F portfolio, value $17,899,499.

    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 80,487 shares
    Change vs previous 13F +3,650 shares

    0.61% of the 13F portfolio, value $15,955,808.

    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 76,837 shares
    Change vs previous 13F +2,030 shares

    0.75% of the 13F portfolio, value $12,019,670.

    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 74,807 shares
    Change vs previous 13F +3,316 shares

    0.6% of the 13F portfolio, value $10,853,014.

    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 71,491 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $10,760,753.

    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).