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Diversify Advisory Services, LLC: VGLT position timeline

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

Diversify Advisory Services, LLC held 416,238 VGLT 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 416,238 shares
    Change vs previous 13F +236,054 shares

    0.19% of the 13F portfolio, value $22,318,662.

    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: 208,119 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 208,119 shares

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

  2. period ended2026-03-31
    13F 180,184 shares
    Change vs previous 13F -50,373 shares

    0.18% of the 13F portfolio, value $9,872,305.

    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: 180,184 shares

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

  3. period ended2025-12-31
    13F 230,557 shares
    Change vs previous 13F +31,626 shares

    0.24% of the 13F portfolio, value $12,931,919.

    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: 115,409 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 115,148 shares

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

  4. period ended2025-09-30
    13F 198,931 shares
    Change vs previous 13F -39,406 shares

    0.24% of the 13F portfolio, value $11,349,012.

    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: 120,019 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 78,912 shares

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

  5. period ended2025-06-30
    13F 238,337 shares
    Change vs previous 13F +120,118 shares

    0.31% of the 13F portfolio, value $13,213,392.

    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: 170,666 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,671 shares

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

  6. period ended2025-03-31
    13F 118,219 shares
    Change vs previous 13F +19,244 shares

    0.23% of the 13F portfolio, value $6,757,396.

    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: 59,053 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 59,166 shares

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

  7. period ended2024-12-31
    13F 98,975 shares
    Change vs previous 13F +25,848 shares

    0.17% of the 13F portfolio, value $5,361,501.

    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: 53,303 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,672 shares

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

  8. period ended2024-09-30
    13F 73,127 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,248,525.

    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: 42,346 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,781 shares

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