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Diversify Advisory Services, LLC: BATRK position timeline

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

Diversify Advisory Services, LLC held 50,632 BATRK 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 50,632 shares
    Change vs previous 13F +26,482 shares

    0.02% of the 13F portfolio, value $2,569,068.

    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: 25,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,316 shares

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

  2. period ended2026-03-31
    13F 24,150 shares
    Change vs previous 13F +1,440 shares

    0.02% of the 13F portfolio, value $1,180,694.

    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: 24,150 shares

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

  3. period ended2025-12-31
    13F 22,710 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $910,288.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,743 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,967 shares

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

  4. period ended2025-09-30
    13F 22,501 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $925,467.

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

    • Diversify Advisory Services, LLC: 16,420 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,081 shares

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

  5. period ended2025-06-30
    13F 22,371 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $993,483.

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

    • Diversify Advisory Services, LLC: 16,037 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,334 shares

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

  6. period ended2025-03-31
    13F 21,994 shares
    Change vs previous 13F -887 shares

    0.03% of the 13F portfolio, value $878,869.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,356 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,638 shares

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

  7. period ended2024-12-31
    13F 22,881 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $825,994.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,526 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,355 shares

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

  8. period ended2024-09-30
    13F 22,660 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $917,442.

    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: 15,052 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,608 shares

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