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Diversify Advisory Services, LLC: IWD position timeline

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

Diversify Advisory Services, LLC held 14,908 IWD 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 14,908 shares
    Change vs previous 13F +5,788 shares

    0.03% of the 13F portfolio, value $3,723,150.

    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: 7,454 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,454 shares

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

  2. period ended2026-03-31
    13F 9,120 shares
    Change vs previous 13F +1,665 shares

    0.04% of the 13F portfolio, value $2,070,953.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,455 shares
    Change vs previous 13F +784 shares

    0.08% of the 13F portfolio, value $1,621,430.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,671 shares
    Change vs previous 13F +465 shares

    0.08% of the 13F portfolio, value $1,361,284.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, 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 6,206 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $1,224,382.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, 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 6,318 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $1,150,318.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 6,267 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $1,150,433.

    13F-HR 0001085146-25-000249 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: 6,267 shares

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

  8. period ended2024-09-30
    13F 6,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,191,278.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 1,254 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,982 shares

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