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Diversify Advisory Services, LLC: BLK position timeline

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

Diversify Advisory Services, LLC held 4,306 BLK 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 4,306 shares
    Change vs previous 13F +2,036 shares

    0.04% of the 13F portfolio, value $4,573,186.

    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: 2,153 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,153 shares

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

  2. period ended2026-03-31
    13F 2,270 shares
    Change vs previous 13F +520 shares

    0.04% of the 13F portfolio, value $2,359,680.

    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: 571 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,699 shares

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

  3. period ended2025-12-31
    13F 1,750 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $2,000,423.

    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: 1,270 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 480 shares

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

  4. period ended2025-09-30
    13F 1,601 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $1,710,684.

    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: 1,290 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 311 shares

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

  5. period ended2025-06-30
    13F 1,953 shares
    Change vs previous 13F +1,252 shares

    0.05% of the 13F portfolio, value $2,265,589.

    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: 1,701 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 252 shares

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

  6. period ended2025-03-31
    13F 701 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $645,583.

    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: 441 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 260 shares

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

  7. period ended2024-12-31
    13F 861 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $823,329.

    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: 590 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 271 shares

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