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Diversify Advisory Services, LLC: VONG position timeline

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

Diversify Advisory Services, LLC held 45,354 VONG 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 45,354 shares
    Change vs previous 13F +23,353 shares

    0.05% of the 13F portfolio, value $5,468,312.

    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: 22,677 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,677 shares

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

  2. period ended2026-03-31
    13F 22,001 shares
    Change vs previous 13F +1,101 shares

    0.05% of the 13F portfolio, value $2,693,389.

    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: 22,001 shares

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

  3. period ended2025-12-31
    13F 20,900 shares
    Change vs previous 13F +524 shares

    0.08% of the 13F portfolio, value $2,530,754.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 20,376 shares
    Change vs previous 13F +3,400 shares

    0.09% of the 13F portfolio, value $2,556,983.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 16,976 shares
    Change vs previous 13F +4,123 shares

    0.08% of the 13F portfolio, value $1,966,874.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 12,853 shares
    Change vs previous 13F +1,972 shares

    0.08% of the 13F portfolio, value $1,213,076.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 10,881 shares
    Change vs previous 13F -5,988 shares

    0.06% of the 13F portfolio, value $1,115,183.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 16,869 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,669,496.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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