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Diversify Advisory Services, LLC: VGT position timeline

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

Diversify Advisory Services, LLC held 214,232 VGT 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 214,232 shares
    Change vs previous 13F +112,500 shares

    0.2% of the 13F portfolio, value $24,083,866.

    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: 107,116 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 107,116 shares

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

  2. period ended2026-03-31
    13F 101,732 shares
    Change vs previous 13F +88,166 shares

    0.19% of the 13F portfolio, value $10,491,662.

    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: 101,732 shares

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

  3. period ended2025-12-31
    13F 13,566 shares
    Change vs previous 13F +5,021 shares

    0.2% of the 13F portfolio, value $10,355,496.

    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: 2,618 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,948 shares

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

  4. period ended2025-09-30
    13F 8,545 shares
    Change vs previous 13F -95 shares

    0.14% of the 13F portfolio, value $6,801,430.

    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: 2,108 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,437 shares

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

  5. period ended2025-06-30
    13F 8,640 shares
    Change vs previous 13F +369 shares

    0.14% of the 13F portfolio, value $6,100,387.

    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: 2,062 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,578 shares

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

  6. period ended2025-03-31
    13F 8,271 shares
    Change vs previous 13F -7,060 shares

    0.15% of the 13F portfolio, value $4,533,978.

    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: 1,672 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,599 shares

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

  7. period ended2024-12-31
    13F 15,331 shares
    Change vs previous 13F +713 shares

    0.3% of the 13F portfolio, value $9,404,842.

    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: 1,395 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,936 shares

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

  8. period ended2024-09-30
    13F 14,618 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,738,593.

    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: 1,098 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,520 shares

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