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Diversify Advisory Services, LLC: VWOB position timeline

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

Diversify Advisory Services, LLC held 257,940 VWOB 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 257,940 shares
    Change vs previous 13F +136,262 shares

    0.14% of the 13F portfolio, value $17,029,140.

    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: 128,970 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 128,970 shares

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

  2. period ended2026-03-31
    13F 121,678 shares
    Change vs previous 13F +11,427 shares

    0.14% of the 13F portfolio, value $8,122,005.

    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: 121,678 shares

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

  3. period ended2025-12-31
    13F 110,251 shares
    Change vs previous 13F +16,513 shares

    0.14% of the 13F portfolio, value $7,428,844.

    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: 30,608 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 79,643 shares

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

  4. period ended2025-09-30
    13F 93,738 shares
    Change vs previous 13F +8,756 shares

    0.13% of the 13F portfolio, value $6,323,556.

    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: 27,487 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,251 shares

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

  5. period ended2025-06-30
    13F 84,982 shares
    Change vs previous 13F +8,079 shares

    0.13% of the 13F portfolio, value $5,609,656.

    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: 24,126 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 60,856 shares

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

  6. period ended2025-03-31
    13F 76,903 shares
    Change vs previous 13F +8,653 shares

    0.17% of the 13F portfolio, value $4,934,898.

    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: 19,536 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,367 shares

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

  7. period ended2024-12-31
    13F 68,250 shares
    Change vs previous 13F +7,499 shares

    0.14% of the 13F portfolio, value $4,299,035.

    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: 16,349 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,901 shares

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

  8. period ended2024-09-30
    13F 60,751 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,916,777.

    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: 15,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 44,869 shares

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