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Diversify Advisory Services, LLC: IWM position timeline

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

Diversify Advisory Services, LLC held 111,194 IWM 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 111,194 shares
    Change vs previous 13F +4,873 shares

    0.27% of the 13F portfolio, value $32,569,780.

    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: 55,597 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 55,597 shares

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

  2. period ended2026-03-31
    13F 106,321 shares
    Change vs previous 13F +30,391 shares

    0.52% of the 13F portfolio, value $28,927,713.

    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 ended2025-09-30
    13F 75,930 shares
    Change vs previous 13F +1,015 shares

    0.4% of the 13F portfolio, value $18,636,338.

    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: 72,794 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,136 shares

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

  4. period ended2025-06-30
    13F 74,915 shares
    Change vs previous 13F +69,243 shares

    0.4% of the 13F portfolio, value $16,991,496.

    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: 71,666 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,249 shares

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

  5. period ended2025-03-31
    13F 5,672 shares
    Change vs previous 13F -8,090 shares

    0.04% of the 13F portfolio, value $1,112,255.

    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: 2,376 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,296 shares

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

  6. period ended2024-12-31
    13F 13,762 shares
    Change vs previous 13F -89,245 shares

    0.1% of the 13F portfolio, value $2,983,872.

    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: 10,052 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,710 shares

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

  7. period ended2024-09-30
    13F 103,007 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $22,789,459.

    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: 102,066 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 941 shares

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