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Diversify Advisory Services, LLC: VTEB position timeline

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

Diversify Advisory Services, LLC held 209,268 VTEB 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 209,268 shares
    Change vs previous 13F +108,329 shares

    0.09% of the 13F portfolio, value $10,398,530.

    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: 104,634 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 104,634 shares

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

  2. period ended2026-03-31
    13F 100,939 shares
    Change vs previous 13F +9,847 shares

    0.09% of the 13F portfolio, value $5,076,206.

    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: 100,939 shares

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

  3. period ended2025-12-31
    13F 91,092 shares
    Change vs previous 13F +61,453 shares

    0.09% of the 13F portfolio, value $4,607,869.

    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: 23,774 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,318 shares

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

  4. period ended2025-09-30
    13F 29,639 shares
    Change vs previous 13F +2,757 shares

    0.03% of the 13F portfolio, value $1,491,159.

    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: 24,028 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,611 shares

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

  5. period ended2025-06-30
    13F 26,882 shares
    Change vs previous 13F +2,159 shares

    0.03% of the 13F portfolio, value $1,315,862.

    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: 21,191 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,691 shares

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

  6. period ended2025-03-31
    13F 24,723 shares
    Change vs previous 13F -3,154 shares

    0.08% of the 13F portfolio, value $1,211,404.

    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 27,877 shares
    Change vs previous 13F -3,985 shares

    0.08% of the 13F portfolio, value $1,385,762.

    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 31,862 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,607,733.

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

    • Diversify Advisory Services, LLC: 31,862 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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