Skip to content
Disclosery

Diversify Advisory Services, LLC: VEEV position timeline

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

Diversify Advisory Services, LLC held 28,432 VEEV 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 28,432 shares
    Change vs previous 13F +15,373 shares

    0.05% of the 13F portfolio, value $5,528,886.

    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: 14,216 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,216 shares

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

  2. period ended2026-03-31
    13F 13,059 shares
    Change vs previous 13F +586 shares

    0.04% of the 13F portfolio, value $2,066,195.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,473 shares
    Change vs previous 13F -273 shares

    0.13% of the 13F portfolio, value $2,849,956.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,473 shares

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

  4. period ended2025-09-30
    13F 12,746 shares
    Change vs previous 13F +1,347 shares

    0.08% of the 13F portfolio, value $3,731,009.

    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: 824 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,922 shares

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

  5. period ended2025-06-30
    13F 11,399 shares
    Change vs previous 13F +575 shares

    0.19% of the 13F portfolio, value $3,139,627.

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

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

  6. period ended2025-03-31
    13F 10,824 shares
    Change vs previous 13F +328 shares

    0.19% of the 13F portfolio, value $2,507,271.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,496 shares
    Change vs previous 13F +335 shares

    0.18% of the 13F portfolio, value $2,285,504.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,161 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,212,355.

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

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