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Diversify Advisory Services, LLC: BND position timeline

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

Diversify Advisory Services, LLC held 357,530 BND 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 357,530 shares
    Change vs previous 13F +167,824 shares

    0.22% of the 13F portfolio, value $25,906,592.

    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: 178,765 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 178,765 shares

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

  2. period ended2026-03-31
    13F 189,706 shares
    Change vs previous 13F -1,057 shares

    0.22% of the 13F portfolio, value $13,922,532.

    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: 3,764 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 185,942 shares

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

  3. period ended2025-12-31
    13F 190,763 shares
    Change vs previous 13F +62,346 shares

    0.27% of the 13F portfolio, value $14,164,459.

    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: 67,293 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 123,470 shares

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

  4. period ended2025-09-30
    13F 128,417 shares
    Change vs previous 13F -25,010 shares

    0.2% of the 13F portfolio, value $9,534,994.

    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: 44,539 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 83,878 shares

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

  5. period ended2025-06-30
    13F 153,427 shares
    Change vs previous 13F -20,648 shares

    0.27% of the 13F portfolio, value $11,273,868.

    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: 47,594 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 105,833 shares

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

  6. period ended2025-03-31
    13F 174,075 shares
    Change vs previous 13F -19,461 shares

    0.43% of the 13F portfolio, value $12,803,212.

    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: 45,191 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 128,884 shares

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

  7. period ended2024-12-31
    13F 193,536 shares
    Change vs previous 13F -102,290 shares

    0.45% of the 13F portfolio, value $13,787,538.

    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: 41,723 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 151,813 shares

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

  8. period ended2024-09-30
    13F 295,826 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $21,676,541.

    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: 138,892 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 156,934 shares

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