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Diversify Advisory Services, LLC: VEA position timeline

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

Diversify Advisory Services, LLC held 1,012,628 VEA 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 1,012,628 shares
    Change vs previous 13F +606,511 shares

    0.59% of the 13F portfolio, value $70,883,940.

    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: 506,314 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 506,314 shares

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

  2. period ended2026-03-31
    13F 406,117 shares
    Change vs previous 13F -9,580 shares

    0.44% of the 13F portfolio, value $27,242,313.

    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: 7,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 398,251 shares

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

  3. period ended2025-12-31
    13F 415,697 shares
    Change vs previous 13F +246,899 shares

    0.51% of the 13F portfolio, value $26,922,303.

    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: 146,361 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 269,336 shares

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

  4. period ended2025-09-30
    13F 168,798 shares
    Change vs previous 13F -2,787 shares

    0.22% of the 13F portfolio, value $10,318,620.

    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: 147,566 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,232 shares

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

  5. period ended2025-06-30
    13F 171,585 shares
    Change vs previous 13F +61,421 shares

    0.24% of the 13F portfolio, value $10,027,446.

    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: 149,618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,967 shares

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

  6. period ended2025-03-31
    13F 110,164 shares
    Change vs previous 13F -5,510 shares

    0.2% of the 13F portfolio, value $5,833,160.

    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: 86,418 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,746 shares

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

  7. period ended2024-12-31
    13F 115,674 shares
    Change vs previous 13F +3,344 shares

    0.18% of the 13F portfolio, value $5,497,976.

    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: 88,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,808 shares

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

  8. period ended2024-09-30
    13F 112,330 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,721,770.

    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: 102,533 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,797 shares

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