Skip to content
Disclosery

Diversify Advisory Services, LLC: VMI position timeline

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

Diversify Advisory Services, LLC held 13,640 VMI 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 13,640 shares
    Change vs previous 13F +7,461 shares

    0.06% of the 13F portfolio, value $6,749,076.

    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: 6,820 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,820 shares

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

  2. period ended2026-03-31
    13F 6,179 shares
    Change vs previous 13F +374 shares

    0.05% of the 13F portfolio, value $3,038,077.

    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: 6,179 shares

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

  3. period ended2025-12-31
    13F 5,805 shares
    Change vs previous 13F +449 shares

    0.05% of the 13F portfolio, value $2,539,607.

    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: 1,615 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,190 shares

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

  4. period ended2025-09-30
    13F 5,356 shares
    Change vs previous 13F +378 shares

    0.05% of the 13F portfolio, value $2,199,561.

    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: 1,444 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,912 shares

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

  5. period ended2025-06-30
    13F 4,978 shares
    Change vs previous 13F +1,199 shares

    0.04% of the 13F portfolio, value $1,887,278.

    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: 1,266 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,712 shares

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

  6. period ended2025-03-31
    13F 3,779 shares
    Change vs previous 13F +1,867 shares

    0.04% of the 13F portfolio, value $1,116,651.

    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: 965 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,814 shares

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

  7. period ended2024-12-31
    13F 1,912 shares
    Change vs previous 13F -344 shares

    0.05% of the 13F portfolio, value $577,825.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,912 shares

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

  8. period ended2024-09-30
    13F 2,256 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $711,412.

    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: 748 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,508 shares

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