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Diversify Advisory Services, LLC: IUSG position timeline

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

Diversify Advisory Services, LLC held 75,228 IUSG 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 75,228 shares
    Change vs previous 13F +37,741 shares

    0.11% of the 13F portfolio, value $13,631,468.

    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: 37,614 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,614 shares

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

  2. period ended2026-03-31
    13F 37,487 shares
    Change vs previous 13F +35,747 shares

    0.12% of the 13F portfolio, value $6,602,229.

    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: 37,487 shares

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

  3. period ended2025-12-31
    13F 1,740 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $294,582.

    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 1,804 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $308,150.

    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 1,457 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $230,407.

    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 2,073 shares
    Change vs previous 13F -9,771 shares

    0.02% of the 13F portfolio, value $268,958.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,073 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 11,844 shares
    Change vs previous 13F +4,557 shares

    0.05% of the 13F portfolio, value $1,641,394.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,382 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,462 shares

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

  8. period ended2024-09-30
    13F 7,287 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $978,398.

    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: 5,530 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,757 shares

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