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Diversify Advisory Services, LLC: VTV position timeline

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

Diversify Advisory Services, LLC held 61,694 VTV 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 61,694 shares
    Change vs previous 13F +21,623 shares

    0.11% of the 13F portfolio, value $13,678,742.

    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: 30,847 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,847 shares

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

  2. period ended2026-03-31
    13F 40,071 shares
    Change vs previous 13F +14,757 shares

    0.13% of the 13F portfolio, value $8,158,044.

    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: 1,309 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,762 shares

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

  3. period ended2025-12-31
    13F 25,314 shares
    Change vs previous 13F -2,648 shares

    0.09% of the 13F portfolio, value $5,005,204.

    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: 16,161 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,153 shares

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

  4. period ended2025-09-30
    13F 27,962 shares
    Change vs previous 13F +859 shares

    0.11% of the 13F portfolio, value $5,169,671.

    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: 19,659 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,303 shares

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

  5. period ended2025-06-30
    13F 27,103 shares
    Change vs previous 13F +9,858 shares

    0.11% of the 13F portfolio, value $4,863,016.

    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: 19,122 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,981 shares

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

  6. period ended2025-03-31
    13F 17,245 shares
    Change vs previous 13F +420 shares

    0.1% of the 13F portfolio, value $2,867,268.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,383 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,862 shares

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

  7. period ended2024-12-31
    13F 16,825 shares
    Change vs previous 13F +6,019 shares

    0.09% of the 13F portfolio, value $2,822,061.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,437 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,388 shares

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

  8. period ended2024-09-30
    13F 10,806 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,898,892.

    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: 7,294 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,512 shares

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