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Diversify Advisory Services, LLC: VIG position timeline

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

Diversify Advisory Services, LLC held 38,232 VIG 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 38,232 shares
    Change vs previous 13F +18,937 shares

    0.08% of the 13F portfolio, value $9,171,552.

    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: 19,116 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,116 shares

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

  2. period ended2026-03-31
    13F 19,295 shares
    Change vs previous 13F -3,623 shares

    0.08% of the 13F portfolio, value $4,353,420.

    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: 19,295 shares

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

  3. period ended2025-12-31
    13F 22,918 shares
    Change vs previous 13F -488 shares

    0.1% of the 13F portfolio, value $5,153,579.

    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: 1,878 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,040 shares

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

  4. period ended2025-09-30
    13F 23,406 shares
    Change vs previous 13F -932 shares

    0.11% of the 13F portfolio, value $5,054,969.

    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: 1,781 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,625 shares

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

  5. period ended2025-06-30
    13F 24,338 shares
    Change vs previous 13F +1,093 shares

    0.12% of the 13F portfolio, value $5,078,540.

    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: 1,592 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,746 shares

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

  6. period ended2025-03-31
    13F 23,245 shares
    Change vs previous 13F -5,836 shares

    0.33% of the 13F portfolio, value $4,420,723.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,245 shares

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

  7. period ended2024-12-31
    13F 29,081 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $5,607,802.

    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: 2,898 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,183 shares

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

  8. period ended2024-09-30
    13F 29,099 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,779,374.

    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: 2,990 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,109 shares

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