Diversify Advisory Services, LLC: IVVB position timeline

Diversify Advisory Services, LLC held 0 IVVB shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -6,014 shares

   13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 6,014 shares

   Change vs previous 13F -14,523 shares

   0.01% of the 13F portfolio, value $200,450.

   13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Diversify Advisory Services, LLC: 6,014 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

3. period ended2025-06-30

   13F 20,537 shares

   Change vs previous 13F -320 shares

   0.02% of the 13F portfolio, value $654,605.

   13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Diversify Advisory Services, LLC: 12,708 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,829 shares

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

4. period ended2025-03-31

   13F 20,857 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $610,693.

   13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Diversify Advisory Services, LLC: 12,427 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,430 shares

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