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Diversify Advisory Services, LLC: IXUS position timeline

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

Diversify Advisory Services, LLC held 185,372 IXUS 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 185,372 shares
    Change vs previous 13F +85,824 shares

    0.15% of the 13F portfolio, value $17,350,858.

    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: 92,686 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 92,686 shares

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

  2. period ended2026-03-31
    13F 99,548 shares
    Change vs previous 13F +4,693 shares

    0.16% of the 13F portfolio, value $9,079,796.

    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: 99,548 shares

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

  3. period ended2025-12-31
    13F 94,855 shares
    Change vs previous 13F +44,285 shares

    0.16% of the 13F portfolio, value $8,336,538.

    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: 45,481 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,374 shares

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

  4. period ended2025-09-30
    13F 50,570 shares
    Change vs previous 13F +578 shares

    0.09% of the 13F portfolio, value $4,254,931.

    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: 44,706 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,864 shares

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

  5. period ended2025-06-30
    13F 49,992 shares
    Change vs previous 13F +7,469 shares

    0.09% of the 13F portfolio, value $3,973,360.

    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: 44,152 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,840 shares

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

  6. period ended2025-03-31
    13F 42,523 shares
    Change vs previous 13F -7,155 shares

    0.1% of the 13F portfolio, value $3,056,570.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 36,683 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,840 shares

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

  7. period ended2024-12-31
    13F 49,678 shares
    Change vs previous 13F -13,178 shares

    0.1% of the 13F portfolio, value $3,244,982.

    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: 43,817 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,861 shares

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

  8. period ended2024-09-30
    13F 62,856 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,437,620.

    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).