Skip to content
Disclosery

Diversify Advisory Services, LLC: BCS position timeline

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

Diversify Advisory Services, LLC held 280,080 BCS 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 280,080 shares
    Change vs previous 13F +140,274 shares

    0.07% of the 13F portfolio, value $7,999,090.

    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: 140,040 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 140,040 shares

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

  2. period ended2026-03-31
    13F 139,806 shares
    Change vs previous 13F +6,498 shares

    0.06% of the 13F portfolio, value $3,215,546.

    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: 139,806 shares

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

  3. period ended2025-12-31
    13F 133,308 shares
    Change vs previous 13F +7,418 shares

    0.07% of the 13F portfolio, value $3,450,162.

    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: 34,565 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 98,743 shares

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

  4. period ended2025-09-30
    13F 125,890 shares
    Change vs previous 13F +5,978 shares

    0.06% of the 13F portfolio, value $2,707,904.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,617 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 94,273 shares

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

  5. period ended2025-06-30
    13F 119,912 shares
    Change vs previous 13F +20,495 shares

    0.06% of the 13F portfolio, value $2,447,397.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,558 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,354 shares

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

  6. period ended2025-03-31
    13F 99,417 shares
    Change vs previous 13F +12,721 shares

    0.05% of the 13F portfolio, value $1,603,592.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,189 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 77,228 shares

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

  7. period ended2024-12-31
    13F 86,696 shares
    Change vs previous 13F +8,856 shares

    0.04% of the 13F portfolio, value $1,100,171.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,006 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 69,690 shares

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

  8. period ended2024-09-30
    13F 77,840 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $975,431.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,027 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 60,813 shares

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