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Diversify Advisory Services, LLC: IWN position timeline

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

Diversify Advisory Services, LLC held 18,228 IWN 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 18,228 shares
    Change vs previous 13F +14,566 shares

    0.03% of the 13F portfolio, value $4,049,488.

    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: 9,114 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,114 shares

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

  2. period ended2026-03-31
    13F 3,662 shares
    Change vs previous 13F +686 shares

    0.01% of the 13F portfolio, value $747,506.

    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 2,976 shares
    Change vs previous 13F +187 shares

    0.03% of the 13F portfolio, value $570,958.

    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 2,789 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $494,259.

    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 2,783 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $461,736.

    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 2,741 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $399,911.

    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 2,867 shares
    Change vs previous 13F -618 shares

    0.04% of the 13F portfolio, value $458,499.

    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: 2,867 shares

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

  8. period ended2024-09-30
    13F 3,485 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $578,010.

    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: 2,070 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,415 shares

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