Skip to content
Disclosery

Diversify Advisory Services, LLC: IVE position timeline

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

Diversify Advisory Services, LLC held 168,280 IVE 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 168,280 shares
    Change vs previous 13F +68,684 shares

    0.33% of the 13F portfolio, value $39,106,450.

    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: 84,140 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 84,140 shares

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

  2. period ended2026-03-31
    13F 99,596 shares
    Change vs previous 13F -4,879 shares

    0.39% of the 13F portfolio, value $22,001,783.

    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: 99,596 shares

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

  3. period ended2025-12-31
    13F 104,475 shares
    Change vs previous 13F +83,401 shares

    0.43% of the 13F portfolio, value $22,660,577.

    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: 27,749 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 76,726 shares

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

  4. period ended2025-09-30
    13F 21,074 shares
    Change vs previous 13F +11,317 shares

    0.15% of the 13F portfolio, value $4,393,940.

    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 9,757 shares
    Change vs previous 13F -2,565 shares

    0.07% of the 13F portfolio, value $1,955,352.

    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 12,322 shares
    Change vs previous 13F +1,070 shares

    0.14% of the 13F portfolio, value $2,258,801.

    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 11,252 shares
    Change vs previous 13F -902 shares

    0.12% of the 13F portfolio, value $2,117,293.

    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 12,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,412,879.

    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).