Skip to content
Disclosery

Diversify Advisory Services, LLC: BKMC position timeline

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

Diversify Advisory Services, LLC held 284,658 BKMC 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 284,658 shares
    Change vs previous 13F +234,196 shares

    0.1% of the 13F portfolio, value $11,485,356.

    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: 142,329 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 142,329 shares

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

  2. period ended2026-03-31
    13F 50,462 shares
    Change vs previous 13F -217,714 shares

    0.1% of the 13F portfolio, value $5,815,005.

    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: 50,462 shares

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

  3. period ended2025-12-31
    13F 268,176 shares
    Change vs previous 13F +39,822 shares

    0.58% of the 13F portfolio, value $30,973,249.

    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: 55,919 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 212,257 shares

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

  4. period ended2025-09-30
    13F 228,354 shares
    Change vs previous 13F +7,859 shares

    0.52% of the 13F portfolio, value $24,594,765.

    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: 64,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 163,956 shares

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

  5. period ended2025-06-30
    13F 220,495 shares
    Change vs previous 13F +15,784 shares

    0.55% of the 13F portfolio, value $23,138,149.

    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: 62,289 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 158,206 shares

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

  6. period ended2025-03-31
    13F 204,711 shares
    Change vs previous 13F +29,054 shares

    0.65% of the 13F portfolio, value $19,165,080.

    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: 51,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,395 shares

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

  7. period ended2024-12-31
    13F 175,657 shares
    Change vs previous 13F -39,726 shares

    0.57% of the 13F portfolio, value $17,772,988.

    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: 40,579 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 135,078 shares

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

  8. period ended2024-09-30
    13F 215,383 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $21,958,540.

    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: 62,370 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,013 shares

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