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Diversify Advisory Services, LLC: VST position timeline

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

Diversify Advisory Services, LLC held 57,312 VST 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 57,312 shares
    Change vs previous 13F +29,768 shares

    0.08% of the 13F portfolio, value $9,002,504.

    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: 28,656 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,656 shares

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

  2. period ended2026-03-31
    13F 27,544 shares
    Change vs previous 13F -12,466 shares

    0.08% of the 13F portfolio, value $4,235,916.

    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: 27,544 shares

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

  3. period ended2025-12-31
    13F 40,010 shares
    Change vs previous 13F +9,055 shares

    0.13% of the 13F portfolio, value $6,768,518.

    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: 18,670 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,340 shares

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

  4. period ended2025-09-30
    13F 30,955 shares
    Change vs previous 13F -1,792 shares

    0.13% of the 13F portfolio, value $5,975,598.

    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: 9,397 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,558 shares

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

  5. period ended2025-06-30
    13F 32,747 shares
    Change vs previous 13F +10,310 shares

    0.16% of the 13F portfolio, value $6,862,473.

    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: 12,030 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,717 shares

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

  6. period ended2025-03-31
    13F 22,437 shares
    Change vs previous 13F +15,894 shares

    0.1% of the 13F portfolio, value $2,901,746.

    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: 2,311 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,126 shares

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

  7. period ended2024-12-31
    13F 6,543 shares
    Change vs previous 13F +2,511 shares

    0.06% of the 13F portfolio, value $1,090,992.

    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 4,032 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $504,163.

    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).