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Diversify Advisory Services, LLC: ITW position timeline

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

Diversify Advisory Services, LLC held 3,332 ITW 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 3,332 shares
    Change vs previous 13F +943 shares

    0.01% of the 13F portfolio, value $948,856.

    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: 1,666 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,666 shares

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

  2. period ended2026-03-31
    13F 2,389 shares
    Change vs previous 13F +372 shares

    0.01% of the 13F portfolio, value $634,603.

    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: 2,389 shares

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

  3. period ended2025-12-31
    13F 2,017 shares
    Change vs previous 13F -622 shares

    0.01% of the 13F portfolio, value $523,870.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 869 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,148 shares

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

  4. period ended2025-09-30
    13F 2,639 shares
    Change vs previous 13F -828 shares

    0.01% of the 13F portfolio, value $641,582.

    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: 1,555 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,084 shares

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

  5. period ended2025-06-30
    13F 3,467 shares
    Change vs previous 13F +2,509 shares

    0.02% of the 13F portfolio, value $903,188.

    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: 2,438 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,029 shares

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

  6. period ended2025-03-31
    13F 958 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $231,544.

    13F-HR 0001085146-25-002517 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).

  7. period ended2024-12-31
    13F 999 shares
    Change vs previous 13F -734 shares

    0.02% of the 13F portfolio, value $244,680.

    13F-HR 0001085146-25-000249 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: 999 shares

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

  8. period ended2024-09-30
    13F 1,733 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $444,996.

    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: 943 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 790 shares

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