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Diversify Advisory Services, LLC: BIL position timeline

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

Diversify Advisory Services, LLC held 246,472 BIL 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 246,472 shares
    Change vs previous 13F +121,419 shares

    0.19% of the 13F portfolio, value $22,581,716.

    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: 123,236 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 123,236 shares

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

  2. period ended2026-03-31
    13F 125,053 shares
    Change vs previous 13F +44,623 shares

    0.18% of the 13F portfolio, value $11,458,564.

    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: 2,936 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 122,117 shares

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

  3. period ended2025-12-31
    13F 80,430 shares
    Change vs previous 13F +7,216 shares

    0.14% of the 13F portfolio, value $7,359,611.

    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: 20,925 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 59,505 shares

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

  4. period ended2025-09-30
    13F 73,214 shares
    Change vs previous 13F -2,152 shares

    0.14% of the 13F portfolio, value $6,696,876.

    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: 24,773 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 48,441 shares

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

  5. period ended2025-06-30
    13F 75,366 shares
    Change vs previous 13F -7,552 shares

    0.16% of the 13F portfolio, value $6,900,510.

    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: 23,279 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,087 shares

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

  6. period ended2025-03-31
    13F 82,918 shares
    Change vs previous 13F +18,119 shares

    0.26% of the 13F portfolio, value $7,604,337.

    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: 50,410 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,508 shares

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

  7. period ended2024-12-31
    13F 64,799 shares
    Change vs previous 13F +27,621 shares

    0.19% of the 13F portfolio, value $5,931,696.

    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: 35,528 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,271 shares

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

  8. period ended2024-09-30
    13F 37,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,409,207.

    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: 14,013 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,165 shares

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