Skip to content
Disclosery

Diversify Advisory Services, LLC: VGSH position timeline

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

Diversify Advisory Services, LLC held 24,430 VGSH 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 24,430 shares
    Change vs previous 13F +13,022 shares

    0.01% of the 13F portfolio, value $1,417,468.

    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: 12,215 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,215 shares

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

  2. period ended2026-03-31
    13F 11,408 shares
    Change vs previous 13F -6,532 shares

    0.01% of the 13F portfolio, value $666,450.

    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: 11,408 shares

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

  3. period ended2025-12-31
    13F 17,940 shares
    Change vs previous 13F -491 shares

    0.02% of the 13F portfolio, value $1,053,788.

    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: 7,056 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,884 shares

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

  4. period ended2025-09-30
    13F 18,431 shares
    Change vs previous 13F -508 shares

    0.02% of the 13F portfolio, value $1,081,164.

    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: 6,692 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,739 shares

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

  5. period ended2025-06-30
    13F 18,939 shares
    Change vs previous 13F +2,159 shares

    0.03% of the 13F portfolio, value $1,110,549.

    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: 6,700 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,239 shares

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

  6. period ended2025-03-31
    13F 16,780 shares
    Change vs previous 13F +2,248 shares

    0.03% of the 13F portfolio, value $988,136.

    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: 5,848 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,932 shares

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

  7. period ended2024-12-31
    13F 14,532 shares
    Change vs previous 13F +1,664 shares

    0.03% of the 13F portfolio, value $844,197.

    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: 6,338 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,194 shares

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

  8. period ended2024-09-30
    13F 12,868 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $752,966.

    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: 6,809 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,059 shares

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