DIVERSIFY WEALTH MANAGEMENT, LLC VEON — VEON LTD

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported VEON LTD (VEON) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows VEON at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIVERSIFY WEALTH MANAGEMENT, LLC's position in VEON LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VEON was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VEON stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held VEON — position size vs. price
% of Fund (quarterly)    VEON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 31,981 +1,484 +4.9% 0.03% $1.7M 2026-07-30 $52.79
2026 Q1 ADDED — — — 30,497 +9,168 +43.0% 0.03% $1.5M 2026-05-01 $50.29
2025 Q4 ADDED — — — 21,329 +1,516 +7.7% 0.05% $1.1M 2026-02-03 $53.07
2025 Q3 INITIATED — — — 19,813 — — 0.05% $953K 2025-11-12 $47.33

🏢 Other funds also holding VEON

As of 2026 Q2 — sorted by position size

JGP Global Gestao de Recursos Ltda. 3Y 7Y 7.69% Lingotto Investment Management LLP 3Y 7Y 5.89% RWC Asset Management LLP 3Y 7Y 0.13% Burns Matteson Capital Management, LLC 0.12% Hennion & Walsh Asset Management, Inc. 3Y 0.04% SBI Securities Co., Ltd. 0.01% Pictet Asset Management Holding SA 0.01% QRG CAPITAL MANAGEMENT, INC. 0.01% GAMMA Investing LLC 0.01% Atria Investments, Inc 3Y 7Y 0.0%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and VEON

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIVERSIFY WEALTH MANAGEMENT, LLC reported owning VEON?

DIVERSIFY WEALTH MANAGEMENT, LLC reported VEON across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VEON position in DIVERSIFY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VEON was 0.05% in 2025 Q3.

What is the latest reported VEON position on this page?

The most recent filing on this page is 2026 Q2, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 31,981 shares, equal to 0.03% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VEON ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly VEON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIVERSIFY WEALTH MANAGEMENT, LLC time their VEON position?

Based on 13F filing dates vs. subsequent VEON price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VEON relative to SPY over the holding period was +2.7%.

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