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Diversify Advisory Services, LLC: VBR position timeline

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

Diversify Advisory Services, LLC held 34,092 VBR 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 34,092 shares
    Change vs previous 13F +17,087 shares

    0.07% of the 13F portfolio, value $8,375,878.

    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: 17,046 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,046 shares

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

  2. period ended2026-03-31
    13F 17,005 shares
    Change vs previous 13F -3,610 shares

    0.07% of the 13F portfolio, value $3,893,836.

    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: 17,005 shares

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

  3. period ended2025-12-31
    13F 20,615 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $4,590,101.

    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: 4,901 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,714 shares

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

  4. period ended2025-09-30
    13F 20,635 shares
    Change vs previous 13F -225 shares

    0.09% of the 13F portfolio, value $4,251,415.

    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: 4,898 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,737 shares

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

  5. period ended2025-06-30
    13F 20,860 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $4,225,009.

    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: 4,728 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,132 shares

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

  6. period ended2025-03-31
    13F 20,861 shares
    Change vs previous 13F +1,000 shares

    0.13% of the 13F portfolio, value $3,767,225.

    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: 4,575 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,286 shares

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

  7. period ended2024-12-31
    13F 19,861 shares
    Change vs previous 13F -722 shares

    0.13% of the 13F portfolio, value $3,877,087.

    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: 4,560 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,301 shares

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

  8. period ended2024-09-30
    13F 20,583 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,119,178.

    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: 5,370 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,213 shares

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