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Diversify Advisory Services, LLC: VRSK position timeline

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

Diversify Advisory Services, LLC held 7,774 VRSK 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 7,774 shares
    Change vs previous 13F +1,138 shares

    0.01% of the 13F portfolio, value $1,606,700.

    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: 3,887 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,887 shares

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

  2. period ended2026-03-31
    13F 6,636 shares
    Change vs previous 13F +486 shares

    0.02% of the 13F portfolio, value $1,248,744.

    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: 6,636 shares

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

  3. period ended2025-12-31
    13F 6,150 shares
    Change vs previous 13F -344 shares

    0.03% of the 13F portfolio, value $1,358,138.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,660 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,490 shares

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

  4. period ended2025-09-30
    13F 6,494 shares
    Change vs previous 13F -1,567 shares

    0.03% of the 13F portfolio, value $1,398,801.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,017 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,477 shares

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

  5. period ended2025-06-30
    13F 8,061 shares
    Change vs previous 13F +6,516 shares

    0.05% of the 13F portfolio, value $2,095,882.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,567 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,494 shares

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

  6. period ended2025-03-31
    13F 1,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $451,721.

    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).