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Diversify Advisory Services, LLC: USMV position timeline

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

Diversify Advisory Services, LLC held 230,932 USMV 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 230,932 shares
    Change vs previous 13F +117,256 shares

    0.19% of the 13F portfolio, value $22,527,448.

    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: 115,466 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,466 shares

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

  2. period ended2026-03-31
    13F 113,676 shares
    Change vs previous 13F +3,206 shares

    0.19% of the 13F portfolio, value $10,671,941.

    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: 113,676 shares

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

  3. period ended2025-12-31
    13F 110,470 shares
    Change vs previous 13F +6,128 shares

    0.2% of the 13F portfolio, value $10,428,310.

    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: 93,831 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,639 shares

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

  4. period ended2025-09-30
    13F 104,342 shares
    Change vs previous 13F +4,033 shares

    0.21% of the 13F portfolio, value $9,677,706.

    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: 96,276 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,066 shares

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

  5. period ended2025-06-30
    13F 100,309 shares
    Change vs previous 13F +9,572 shares

    0.22% of the 13F portfolio, value $9,311,686.

    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: 92,492 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,817 shares

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

  6. period ended2025-03-31
    13F 90,737 shares
    Change vs previous 13F +2,721 shares

    0.28% of the 13F portfolio, value $8,335,072.

    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: 84,243 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,494 shares

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

  7. period ended2024-12-31
    13F 88,016 shares
    Change vs previous 13F +1,823 shares

    0.25% of the 13F portfolio, value $7,717,211.

    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: 83,992 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,024 shares

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

  8. period ended2024-09-30
    13F 86,193 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,936,929.

    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: 82,946 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,247 shares

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