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Diversify Advisory Services, LLC: VWO position timeline

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

Diversify Advisory Services, LLC held 1,499,872 VWO 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 1,499,872 shares
    Change vs previous 13F +794,158 shares

    0.73% of the 13F portfolio, value $87,337,592.

    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: 749,936 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 749,936 shares

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

  2. period ended2026-03-31
    13F 705,714 shares
    Change vs previous 13F +62,602 shares

    0.65% of the 13F portfolio, value $40,987,872.

    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: 4,384 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 701,330 shares

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

  3. period ended2025-12-31
    13F 643,112 shares
    Change vs previous 13F +184,263 shares

    0.68% of the 13F portfolio, value $35,997,185.

    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: 215,879 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 427,233 shares

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

  4. period ended2025-09-30
    13F 458,849 shares
    Change vs previous 13F +10,340 shares

    0.54% of the 13F portfolio, value $25,278,021.

    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: 200,309 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 258,540 shares

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

  5. period ended2025-06-30
    13F 448,509 shares
    Change vs previous 13F +70,700 shares

    0.54% of the 13F portfolio, value $22,968,180.

    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: 198,358 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 250,151 shares

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

  6. period ended2025-03-31
    13F 377,809 shares
    Change vs previous 13F +46,178 shares

    0.58% of the 13F portfolio, value $17,058,091.

    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: 139,371 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 238,438 shares

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

  7. period ended2024-12-31
    13F 331,631 shares
    Change vs previous 13F +28,347 shares

    0.46% of the 13F portfolio, value $14,197,104.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 124,520 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 207,111 shares

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

  8. period ended2024-09-30
    13F 303,284 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $14,333,497.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 132,408 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 170,876 shares

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