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Diversify Advisory Services, LLC: BAI position timeline

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

Diversify Advisory Services, LLC held 421,954 BAI 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 421,954 shares
    Change vs previous 13F +173,113 shares

    0.15% of the 13F portfolio, value $17,701,004.

    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: 210,977 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 210,977 shares

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

  2. period ended2026-03-31
    13F 248,841 shares
    Change vs previous 13F +47,446 shares

    0.18% of the 13F portfolio, value $10,329,372.

    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: 248,841 shares

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

  3. period ended2025-12-31
    13F 201,395 shares
    Change vs previous 13F +165,568 shares

    0.13% of the 13F portfolio, value $7,049,087.

    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: 55,892 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 145,503 shares

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

  4. period ended2025-09-30
    13F 35,827 shares
    Change vs previous 13F +27,154 shares

    0.05% of the 13F portfolio, value $1,343,874.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $280,488.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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