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Diversify Advisory Services, LLC: V position timeline

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

Diversify Advisory Services, LLC held 120,578 V 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 120,578 shares
    Change vs previous 13F +53,918 shares

    0.37% of the 13F portfolio, value $43,713,110.

    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: 60,289 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 60,289 shares

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

  2. period ended2026-03-31
    13F 66,660 shares
    Change vs previous 13F +10,710 shares

    0.36% of the 13F portfolio, value $22,321,869.

    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: 8,475 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,185 shares

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

  3. period ended2025-12-31
    13F 55,950 shares
    Change vs previous 13F +1,654 shares

    0.35% of the 13F portfolio, value $18,358,843.

    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: 33,513 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,437 shares

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

  4. period ended2025-09-30
    13F 54,296 shares
    Change vs previous 13F -3,718 shares

    0.39% of the 13F portfolio, value $18,292,138.

    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: 32,686 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,610 shares

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

  5. period ended2025-06-30
    13F 58,014 shares
    Change vs previous 13F +8,975 shares

    0.46% of the 13F portfolio, value $19,535,844.

    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: 36,293 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,721 shares

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

  6. period ended2025-03-31
    13F 49,039 shares
    Change vs previous 13F +2,170 shares

    0.57% of the 13F portfolio, value $16,748,043.

    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: 27,885 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,154 shares

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

  7. period ended2024-12-31
    13F 46,869 shares
    Change vs previous 13F +3,299 shares

    0.47% of the 13F portfolio, value $14,422,203.

    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: 25,420 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,449 shares

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

  8. period ended2024-09-30
    13F 43,570 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,393,025.

    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: 28,825 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,745 shares

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