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Diversify Advisory Services, LLC: BKLN position timeline

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

Diversify Advisory Services, LLC held 1,746,554 BKLN 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 1,746,554 shares
    Change vs previous 13F -2,370,774 shares

    0.3% of the 13F portfolio, value $35,612,236.

    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: 873,277 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 873,277 shares

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

  2. period ended2026-03-31
    13F 4,117,328 shares
    Change vs previous 13F -608,284 shares

    1.51% of the 13F portfolio, value $84,734,617.

    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: 4,117,328 shares

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

  3. period ended2025-12-31
    13F 4,725,612 shares
    Change vs previous 13F +98,780 shares

    1.88% of the 13F portfolio, value $99,521,379.

    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: 4,321,772 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 403,840 shares

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

  4. period ended2025-09-30
    13F 4,626,832 shares
    Change vs previous 13F +239,432 shares

    2.05% of the 13F portfolio, value $96,700,800.

    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: 4,278,927 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 347,905 shares

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

  5. period ended2025-06-30
    13F 4,387,400 shares
    Change vs previous 13F +214,438 shares

    2.17% of the 13F portfolio, value $91,959,901.

    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: 4,080,657 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 306,743 shares

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

  6. period ended2025-03-31
    13F 4,172,962 shares
    Change vs previous 13F +303,541 shares

    2.94% of the 13F portfolio, value $86,505,517.

    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: 3,911,889 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 261,073 shares

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

  7. period ended2024-12-31
    13F 3,869,421 shares
    Change vs previous 13F +735,342 shares

    2.64% of the 13F portfolio, value $81,644,780.

    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: 3,687,906 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 181,515 shares

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

  8. period ended2024-09-30
    13F 3,134,079 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $65,876,137.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,023,562 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 110,517 shares

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