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Diversify Advisory Services, LLC: VO position timeline

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

Diversify Advisory Services, LLC held 322,164 VO 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 322,164 shares
    Change vs previous 13F +159,805 shares

    0.22% of the 13F portfolio, value $26,098,432.

    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: 161,082 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 161,082 shares

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

  2. period ended2026-03-31
    13F 162,359 shares
    Change vs previous 13F +120,043 shares

    0.22% of the 13F portfolio, value $12,319,792.

    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: 162,359 shares

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

  3. period ended2025-12-31
    13F 42,316 shares
    Change vs previous 13F +4,917 shares

    0.24% of the 13F portfolio, value $12,672,255.

    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: 2,102 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,214 shares

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

  4. period ended2025-09-30
    13F 37,399 shares
    Change vs previous 13F +235 shares

    0.23% of the 13F portfolio, value $10,846,007.

    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: 2,198 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,201 shares

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

  5. period ended2025-06-30
    13F 37,164 shares
    Change vs previous 13F +1,889 shares

    0.25% of the 13F portfolio, value $10,621,817.

    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: 3,044 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,120 shares

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

  6. period ended2025-03-31
    13F 35,275 shares
    Change vs previous 13F -507 shares

    0.31% of the 13F portfolio, value $9,037,199.

    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: 1,379 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,896 shares

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

  7. period ended2024-12-31
    13F 35,782 shares
    Change vs previous 13F +2,517 shares

    0.3% of the 13F portfolio, value $9,404,226.

    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: 2,552 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,230 shares

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

  8. period ended2024-09-30
    13F 33,265 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,848,828.

    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: 2,545 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,720 shares

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