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Diversify Advisory Services, LLC: BIV position timeline

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

Diversify Advisory Services, LLC held 51,274 BIV 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 51,274 shares
    Change vs previous 13F +20,300 shares

    0.03% of the 13F portfolio, value $3,879,912.

    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: 25,637 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,637 shares

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

  2. period ended2026-03-31
    13F 30,974 shares
    Change vs previous 13F -5,915 shares

    0.04% of the 13F portfolio, value $2,381,007.

    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: 30,974 shares

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

  3. period ended2025-12-31
    13F 36,889 shares
    Change vs previous 13F +4,401 shares

    0.05% of the 13F portfolio, value $2,871,564.

    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: 25,091 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,798 shares

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

  4. period ended2025-09-30
    13F 32,488 shares
    Change vs previous 13F +8,422 shares

    0.05% of the 13F portfolio, value $2,530,823.

    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: 24,963 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,525 shares

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

  5. period ended2025-06-30
    13F 24,066 shares
    Change vs previous 13F +21,101 shares

    0.04% of the 13F portfolio, value $1,859,848.

    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: 20,834 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,232 shares

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

  6. period ended2025-03-31
    13F 2,965 shares
    Change vs previous 13F -4,405 shares

    0.01% of the 13F portfolio, value $228,186.

    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 7,370 shares
    Change vs previous 13F +3,074 shares

    0.03% of the 13F portfolio, value $544,790.

    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).

  8. period ended2024-09-30
    13F 4,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $328,257.

    13F-HR 0001085146-24-005134 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).