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Diversify Advisory Services, LLC: IYW position timeline

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

Diversify Advisory Services, LLC held 20,376 IYW 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 20,376 shares
    Change vs previous 13F +11,070 shares

    0.04% of the 13F portfolio, value $4,789,394.

    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: 10,188 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,188 shares

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

  2. period ended2026-03-31
    13F 9,306 shares
    Change vs previous 13F -4,485 shares

    0.04% of the 13F portfolio, value $2,009,514.

    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: 9,306 shares

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

  3. period ended2025-12-31
    13F 13,791 shares
    Change vs previous 13F +621 shares

    0.05% of the 13F portfolio, value $2,769,485.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,420 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,371 shares

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

  4. period ended2025-09-30
    13F 13,170 shares
    Change vs previous 13F +5,956 shares

    0.09% of the 13F portfolio, value $2,749,841.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 7,214 shares
    Change vs previous 13F -3,350 shares

    0.05% of the 13F portfolio, value $1,338,198.

    13F-HR 0001085146-25-005226 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).

  6. period ended2025-03-31
    13F 10,564 shares
    Change vs previous 13F -2,281 shares

    0.09% of the 13F portfolio, value $1,509,086.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 12,845 shares
    Change vs previous 13F -1,996 shares

    0.11% of the 13F portfolio, value $2,027,550.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 14,841 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,319,256.

    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).