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Diversify Advisory Services, LLC: BEPC position timeline

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

Diversify Advisory Services, LLC held 83,970 BEPC 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 83,970 shares
    Change vs previous 13F +9,088 shares

    0.02% of the 13F portfolio, value $2,737,430.

    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: 41,985 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,985 shares

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

  2. period ended2026-03-31
    13F 74,882 shares
    Change vs previous 13F +38,695 shares

    0.04% of the 13F portfolio, value $2,635,838.

    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: 35,969 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,913 shares

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

  3. period ended2025-12-31
    13F 36,187 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $1,429,015.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 35,877 shares
    Change vs previous 13F +1,484 shares

    0.05% of the 13F portfolio, value $1,578,574.

    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 34,393 shares
    Change vs previous 13F +27,360 shares

    0.04% of the 13F portfolio, value $1,148,736.

    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).

  6. period ended2025-03-31
    13F 7,033 shares
    Change vs previous 13F -685 shares

    0.01% of the 13F portfolio, value $202,561.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 7,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,087.

    13F-HR 0001085146-25-000251 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).