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Diversify Advisory Services, LLC: VNQ position timeline

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

Diversify Advisory Services, LLC held 61,200 VNQ 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 61,200 shares
    Change vs previous 13F +33,459 shares

    0.05% of the 13F portfolio, value $6,153,072.

    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: 30,600 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,600 shares

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

  2. period ended2026-03-31
    13F 27,741 shares
    Change vs previous 13F -473 shares

    0.05% of the 13F portfolio, value $2,632,576.

    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: 27,741 shares

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

  3. period ended2025-12-31
    13F 28,214 shares
    Change vs previous 13F -381 shares

    0.05% of the 13F portfolio, value $2,571,972.

    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: 11,931 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,283 shares

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

  4. period ended2025-09-30
    13F 28,595 shares
    Change vs previous 13F +1,530 shares

    0.05% of the 13F portfolio, value $2,546,323.

    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: 11,213 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,382 shares

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

  5. period ended2025-06-30
    13F 27,065 shares
    Change vs previous 13F +1,451 shares

    0.06% of the 13F portfolio, value $2,407,953.

    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: 9,469 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,596 shares

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

  6. period ended2025-03-31
    13F 25,614 shares
    Change vs previous 13F +665 shares

    0.08% of the 13F portfolio, value $2,254,565.

    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: 6,535 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,079 shares

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

  7. period ended2024-12-31
    13F 24,949 shares
    Change vs previous 13F +2,283 shares

    0.07% of the 13F portfolio, value $2,134,359.

    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: 5,838 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,111 shares

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

  8. period ended2024-09-30
    13F 22,666 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,180,424.

    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: 7,858 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,808 shares

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