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Diversify Advisory Services, LLC: BMA position timeline

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

Diversify Advisory Services, LLC held 0 BMA shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,610 shares

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,610 shares
    Change vs previous 13F -931 shares

    0.01% of the 13F portfolio, value $237,205.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,541 shares
    Change vs previous 13F -25,283 shares

    0.02% of the 13F portfolio, value $259,231.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,541 shares

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

  4. period ended2025-03-31
    13F 28,824 shares
    Change vs previous 13F +5,206 shares

    0.09% of the 13F portfolio, value $2,607,438.

    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: 6,501 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,323 shares

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

  5. period ended2024-12-31
    13F 23,618 shares
    Change vs previous 13F +2,175 shares

    0.09% of the 13F portfolio, value $2,688,643.

    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: 4,696 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,922 shares

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

  6. period ended2024-09-30
    13F 21,443 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,528,400.

    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: 4,786 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,657 shares

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