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Diversify Advisory Services, LLC: NVT position timeline

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

Diversify Advisory Services, LLC held 62,260 NVT 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 62,260 shares
    Change vs previous 13F +32,895 shares

    0.08% of the 13F portfolio, value $9,294,656.

    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: 31,130 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,130 shares

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

  2. period ended2026-03-31
    13F 29,365 shares
    Change vs previous 13F +1,712 shares

    0.07% of the 13F portfolio, value $4,033,901.

    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: 29,365 shares

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

  3. period ended2025-12-31
    13F 27,653 shares
    Change vs previous 13F +2,220 shares

    0.06% of the 13F portfolio, value $2,998,307.

    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: 8,423 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,230 shares

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

  4. period ended2025-09-30
    13F 25,433 shares
    Change vs previous 13F +1,447 shares

    0.06% of the 13F portfolio, value $2,857,653.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,664 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,769 shares

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

  5. period ended2025-06-30
    13F 23,986 shares
    Change vs previous 13F +5,245 shares

    0.05% of the 13F portfolio, value $2,202,846.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,952 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,034 shares

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

  6. period ended2025-03-31
    13F 18,741 shares
    Change vs previous 13F +6,135 shares

    0.03% of the 13F portfolio, value $1,030,369.

    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: 4,826 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,915 shares

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

  7. period ended2024-12-31
    13F 12,606 shares
    Change vs previous 13F +2,251 shares

    0.03% of the 13F portfolio, value $868,068.

    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: 3,386 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,220 shares

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

  8. period ended2024-09-30
    13F 10,355 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $757,653.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,731 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,624 shares

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