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Diversify Advisory Services, LLC: IWB position timeline

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

Diversify Advisory Services, LLC held 8,296 IWB 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 8,296 shares
    Change vs previous 13F +3,618 shares

    0.03% of the 13F portfolio, value $3,355,058.

    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: 4,148 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,148 shares

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

  2. period ended2026-03-31
    13F 4,678 shares
    Change vs previous 13F +1,224 shares

    0.03% of the 13F portfolio, value $1,819,134.

    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: 4,678 shares

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

  3. period ended2025-12-31
    13F 3,454 shares
    Change vs previous 13F +1,218 shares

    0.02% of the 13F portfolio, value $1,312,242.

    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: 1,622 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,832 shares

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

  4. period ended2025-09-30
    13F 2,236 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $836,593.

    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: 1,621 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 615 shares

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

  5. period ended2025-06-30
    13F 2,237 shares
    Change vs previous 13F +972 shares

    0.02% of the 13F portfolio, value $789,369.

    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: 1,622 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 615 shares

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

  6. period ended2025-03-31
    13F 1,265 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $384,965.

    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 1,370 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $437,729.

    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 1,374 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $439,185.

    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).