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Diversify Advisory Services, LLC: IWF position timeline

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

Diversify Advisory Services, LLC held 196,836 IWF 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 196,836 shares
    Change vs previous 13F +127,194 shares

    0.19% of the 13F portfolio, value $23,055,470.

    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: 98,418 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 98,418 shares

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

  2. period ended2026-03-31
    13F 69,642 shares
    Change vs previous 13F +43,242 shares

    0.15% of the 13F portfolio, value $8,273,515.

    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: 69,642 shares

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

  3. period ended2025-12-31
    13F 26,400 shares
    Change vs previous 13F +10,421 shares

    0.24% of the 13F portfolio, value $12,514,942.

    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: 8,900 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,500 shares

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

  4. period ended2025-09-30
    13F 15,979 shares
    Change vs previous 13F +2,502 shares

    0.17% of the 13F portfolio, value $7,796,979.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,621 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,358 shares

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

  5. period ended2025-06-30
    13F 13,477 shares
    Change vs previous 13F +5,050 shares

    0.14% of the 13F portfolio, value $6,068,523.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,462 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,015 shares

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

  6. period ended2025-03-31
    13F 8,427 shares
    Change vs previous 13F -618 shares

    0.23% of the 13F portfolio, value $3,090,475.

    13F-HR 0001085146-25-002517 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: 8,427 shares

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

  7. period ended2024-12-31
    13F 9,045 shares
    Change vs previous 13F +139 shares

    0.12% of the 13F portfolio, value $3,601,490.

    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: 579 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,466 shares

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

  8. period ended2024-09-30
    13F 8,906 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,384,423.

    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: 2,043 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,863 shares

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