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Diversify Advisory Services, LLC: VYM position timeline

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

Diversify Advisory Services, LLC held 74,906 VYM 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 74,906 shares
    Change vs previous 13F +35,940 shares

    0.1% of the 13F portfolio, value $12,189,312.

    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: 37,453 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,453 shares

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

  2. period ended2026-03-31
    13F 38,966 shares
    Change vs previous 13F -7,714 shares

    0.11% of the 13F portfolio, value $6,020,184.

    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: 38,966 shares

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

  3. period ended2025-12-31
    13F 46,680 shares
    Change vs previous 13F +13,496 shares

    0.13% of the 13F portfolio, value $6,909,252.

    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: 15,383 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,297 shares

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

  4. period ended2025-09-30
    13F 33,184 shares
    Change vs previous 13F -1,277 shares

    0.1% of the 13F portfolio, value $4,636,778.

    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: 15,608 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,576 shares

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

  5. period ended2025-06-30
    13F 34,461 shares
    Change vs previous 13F +3,767 shares

    0.11% of the 13F portfolio, value $4,708,312.

    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: 16,775 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,686 shares

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

  6. period ended2025-03-31
    13F 30,694 shares
    Change vs previous 13F -3,500 shares

    0.13% of the 13F portfolio, value $3,815,647.

    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: 13,494 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,200 shares

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

  7. period ended2024-12-31
    13F 34,194 shares
    Change vs previous 13F -486 shares

    0.14% of the 13F portfolio, value $4,312,152.

    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: 18,112 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,082 shares

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

  8. period ended2024-09-30
    13F 34,680 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,507,187.

    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: 18,846 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,834 shares

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