Diversify Advisory Services, LLC: BALI position timeline

Diversify Advisory Services, LLC held 495,728 BALI 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 495,728 shares

   Change vs previous 13F +325,825 shares

   0.14% of the 13F portfolio, value $16,696,108.

   13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Diversify Advisory Services, LLC: 247,864 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 247,864 shares

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

2. period ended2026-03-31

   13F 169,903 shares

   Change vs previous 13F -21,271 shares

   0.1% of the 13F portfolio, value $5,554,130.

   13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Diversify Advisory Services, LLC: 0 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 169,903 shares

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

3. period ended2025-12-31

   13F 191,174 shares

   Change vs previous 13F +77,241 shares

   0.12% of the 13F portfolio, value $6,130,683.

   13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Diversify Advisory Services, LLC: 109,401 shares
   • DIVERSIFY WEALTH MANAGEMENT, LLC: 81,773 shares

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

4. period ended2025-09-30

   13F 113,933 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $3,627,626.

   13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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