Position in VST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,545,701
+$405,012 QoQ
Shares Held
28,656
+4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#407
of 1,395 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. VST ranks #2 (21.1% of the industry book) .
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545,701 | 28,656 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,140,689 | 27,544 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,442,782 | 21,340 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,223,643 | 21,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,015,161 | 20,717 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,363,597 | 20,126 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||