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Diversify Advisory Services, LLC: IVV position timeline

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

Diversify Advisory Services, LLC held 256,718 IVV 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 256,718 shares
    Change vs previous 13F +155,303 shares

    1.6% of the 13F portfolio, value $190,626,678.

    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: 128,359 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 128,359 shares

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

  2. period ended2026-03-31
    13F 101,415 shares
    Change vs previous 13F +14,042 shares

    1.29% of the 13F portfolio, value $72,500,255.

    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: 101,415 shares

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

  3. period ended2025-12-31
    13F 87,373 shares
    Change vs previous 13F +40,950 shares

    1.15% of the 13F portfolio, value $60,793,241.

    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: 42,774 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,599 shares

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

  4. period ended2025-09-30
    13F 46,423 shares
    Change vs previous 13F +10,141 shares

    0.68% of the 13F portfolio, value $31,877,780.

    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: 41,870 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,553 shares

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

  5. period ended2025-06-30
    13F 36,282 shares
    Change vs previous 13F +305 shares

    0.55% of the 13F portfolio, value $23,429,311.

    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: 34,038 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,244 shares

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

  6. period ended2025-03-31
    13F 35,977 shares
    Change vs previous 13F -5,302 shares

    0.68% of the 13F portfolio, value $20,037,266.

    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: 33,689 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,288 shares

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

  7. period ended2024-12-31
    13F 41,279 shares
    Change vs previous 13F -325 shares

    0.78% of the 13F portfolio, value $24,078,998.

    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: 38,517 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,762 shares

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

  8. period ended2024-09-30
    13F 41,604 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $24,371,784.

    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: 39,102 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,502 shares

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