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Diversify Advisory Services, LLC: VIK position timeline

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

Diversify Advisory Services, LLC held 78,862 VIK 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 78,862 shares
    Change vs previous 13F +28,736 shares

    0.07% of the 13F portfolio, value $8,133,856.

    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: 39,431 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,431 shares

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

  2. period ended2026-03-31
    13F 50,126 shares
    Change vs previous 13F +346 shares

    0.07% of the 13F portfolio, value $3,936,907.

    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 49,780 shares
    Change vs previous 13F -17,676 shares

    0.17% of the 13F portfolio, value $3,561,769.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 67,456 shares
    Change vs previous 13F +2,209 shares

    0.24% of the 13F portfolio, value $4,077,049.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 65,247 shares
    Change vs previous 13F +3,916 shares

    0.24% of the 13F portfolio, value $3,895,255.

    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 61,331 shares
    Change vs previous 13F +2,915 shares

    0.19% of the 13F portfolio, value $2,521,937.

    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 58,416 shares
    Change vs previous 13F +1,960 shares

    0.2% of the 13F portfolio, value $2,552,195.

    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 56,456 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,174,121.

    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).