Ownership history in Diversify Advisory Services, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in FRANKLIN TEMPLETON ETF TR (IQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,802 | +4,856 | +69.9% | 0.04% | $1.1M | $87.42 |
| 2025 Q3 | ADDED | 6,946 | +1,351 | +24.1% | 0.02% | $664K | $87.29 |
| 2025 Q2 | ADDED | 5,595 | +671 | +13.6% | 0.02% | $455K | $74.91 |
| 2025 Q1 | REDUCED | 4,924 | -4,251 | -46.3% | 0.02% | $299K | $56.80 |
| 2024 Q4 | ADDED | 9,175 | +400 | +4.6% | 0.03% | $619K | $66.85 |
| 2024 Q3 | ADDED | 8,775 | +750 | +9.3% | 0.03% | $559K | $63.36 |
| 2024 Q2 | ADDED | 8,025 | +1,100 | +15.9% | 0.03% | $529K | $63.28 |
| 2024 Q1 | INITIATED | 6,925 | — | — | 0.02% | $405K | — |
As of 2025 Q4 — sorted by position size