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Diversify Advisory Services, LLC: VZ position timeline

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

Diversify Advisory Services, LLC held 819,656 VZ 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 819,656 shares
    Change vs previous 13F +489,879 shares

    0.33% of the 13F portfolio, value $38,786,154.

    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: 409,828 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 409,828 shares

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

  2. period ended2026-03-31
    13F 329,777 shares
    Change vs previous 13F +31,271 shares

    0.25% of the 13F portfolio, value $15,370,895.

    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: 13,352 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 316,425 shares

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

  3. period ended2025-12-31
    13F 298,506 shares
    Change vs previous 13F +5,992 shares

    0.22% of the 13F portfolio, value $11,630,301.

    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: 144,308 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 154,198 shares

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

  4. period ended2025-09-30
    13F 292,514 shares
    Change vs previous 13F +14,631 shares

    0.25% of the 13F portfolio, value $11,545,545.

    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: 134,683 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 157,831 shares

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

  5. period ended2025-06-30
    13F 277,883 shares
    Change vs previous 13F +15,958 shares

    0.28% of the 13F portfolio, value $12,018,465.

    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: 124,317 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,566 shares

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

  6. period ended2025-03-31
    13F 261,925 shares
    Change vs previous 13F +33,541 shares

    0.38% of the 13F portfolio, value $11,249,670.

    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: 121,297 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 140,628 shares

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

  7. period ended2024-12-31
    13F 228,384 shares
    Change vs previous 13F -79 shares

    0.28% of the 13F portfolio, value $8,635,204.

    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: 109,890 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 118,494 shares

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

  8. period ended2024-09-30
    13F 228,463 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,592,449.

    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: 146,673 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 81,790 shares

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