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Diversify Advisory Services, LLC: BJ position timeline

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

Diversify Advisory Services, LLC held 61,680 BJ 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 61,680 shares
    Change vs previous 13F +33,116 shares

    0.05% of the 13F portfolio, value $5,842,392.

    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: 30,840 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,840 shares

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

  2. period ended2026-03-31
    13F 28,564 shares
    Change vs previous 13F +2,938 shares

    0.05% of the 13F portfolio, value $2,611,645.

    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: 28,564 shares

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

  3. period ended2025-12-31
    13F 25,626 shares
    Change vs previous 13F +1,669 shares

    0.05% of the 13F portfolio, value $2,429,671.

    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: 7,627 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,999 shares

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

  4. period ended2025-09-30
    13F 23,957 shares
    Change vs previous 13F +1,714 shares

    0.05% of the 13F portfolio, value $2,175,734.

    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: 6,920 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,037 shares

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

  5. period ended2025-06-30
    13F 22,243 shares
    Change vs previous 13F +4,688 shares

    0.06% of the 13F portfolio, value $2,399,827.

    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: 6,071 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,172 shares

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

  6. period ended2025-03-31
    13F 17,555 shares
    Change vs previous 13F +4,147 shares

    0.07% of the 13F portfolio, value $2,044,487.

    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: 4,779 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,776 shares

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

  7. period ended2024-12-31
    13F 13,408 shares
    Change vs previous 13F +3,058 shares

    0.04% of the 13F portfolio, value $1,294,838.

    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: 3,647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,761 shares

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

  8. period ended2024-09-30
    13F 10,350 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $887,309.

    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: 3,796 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,554 shares

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