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Diversify Advisory Services, LLC: IVW position timeline

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

Diversify Advisory Services, LLC held 400,676 IVW 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 400,676 shares
    Change vs previous 13F +201,965 shares

    0.44% of the 13F portfolio, value $53,021,452.

    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: 200,338 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 200,338 shares

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

  2. period ended2026-03-31
    13F 198,711 shares
    Change vs previous 13F +12,470 shares

    0.46% of the 13F portfolio, value $25,603,913.

    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: 198,711 shares

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

  3. period ended2025-12-31
    13F 186,241 shares
    Change vs previous 13F +121,445 shares

    0.44% of the 13F portfolio, value $23,198,418.

    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: 61,114 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 125,127 shares

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

  4. period ended2025-09-30
    13F 64,796 shares
    Change vs previous 13F +27,794 shares

    0.17% of the 13F portfolio, value $8,124,190.

    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: 60,450 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,346 shares

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

  5. period ended2025-06-30
    13F 37,002 shares
    Change vs previous 13F -9,246 shares

    0.1% of the 13F portfolio, value $4,286,002.

    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: 32,656 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,346 shares

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

  6. period ended2025-03-31
    13F 46,248 shares
    Change vs previous 13F -9,272 shares

    0.15% of the 13F portfolio, value $4,378,796.

    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: 41,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,366 shares

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

  7. period ended2024-12-31
    13F 55,520 shares
    Change vs previous 13F -7,083 shares

    0.18% of the 13F portfolio, value $5,611,964.

    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: 51,080 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,440 shares

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

  8. period ended2024-09-30
    13F 62,603 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,128,216.

    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: 58,141 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,462 shares

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