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Diversify Advisory Services, LLC: BMI position timeline

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

Diversify Advisory Services, LLC held 19,948 BMI 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 19,948 shares
    Change vs previous 13F +10,929 shares

    0.02% of the 13F portfolio, value $2,553,136.

    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: 9,974 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,974 shares

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

  2. period ended2026-03-31
    13F 9,019 shares
    Change vs previous 13F +564 shares

    0.02% of the 13F portfolio, value $1,062,935.

    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: 9,019 shares

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

  3. period ended2025-12-31
    13F 8,455 shares
    Change vs previous 13F +425 shares

    0.03% of the 13F portfolio, value $1,452,310.

    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: 2,316 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,139 shares

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

  4. period ended2025-09-30
    13F 8,030 shares
    Change vs previous 13F +369 shares

    0.03% of the 13F portfolio, value $1,460,815.

    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: 2,103 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,927 shares

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

  5. period ended2025-06-30
    13F 7,661 shares
    Change vs previous 13F +685 shares

    0.03% of the 13F portfolio, value $1,473,171.

    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: 1,912 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,749 shares

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

  6. period ended2025-03-31
    13F 6,976 shares
    Change vs previous 13F +1,191 shares

    0.05% of the 13F portfolio, value $1,515,851.

    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: 1,734 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,242 shares

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

  7. period ended2024-12-31
    13F 5,785 shares
    Change vs previous 13F +3,873 shares

    0.04% of the 13F portfolio, value $1,201,214.

    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: 1,276 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,509 shares

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

  8. period ended2024-09-30
    13F 1,912 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $380,513.

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

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