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Diversify Advisory Services, LLC: BNDX position timeline

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

Diversify Advisory Services, LLC held 82,428 BNDX 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 82,428 shares
    Change vs previous 13F +40,881 shares

    0.03% of the 13F portfolio, value $3,949,902.

    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: 41,214 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,214 shares

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

  2. period ended2026-03-31
    13F 41,547 shares
    Change vs previous 13F -591 shares

    0.04% of the 13F portfolio, value $1,988,444.

    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: 41,547 shares

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

  3. period ended2025-12-31
    13F 42,138 shares
    Change vs previous 13F +27,906 shares

    0.04% of the 13F portfolio, value $2,045,382.

    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: 9,635 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,503 shares

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

  4. period ended2025-09-30
    13F 14,232 shares
    Change vs previous 13F +512 shares

    0.02% of the 13F portfolio, value $707,328.

    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: 9,700 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,532 shares

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

  5. period ended2025-06-30
    13F 13,720 shares
    Change vs previous 13F -6,266 shares

    0.02% of the 13F portfolio, value $676,139.

    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: 9,391 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,329 shares

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

  6. period ended2025-03-31
    13F 19,986 shares
    Change vs previous 13F +6,099 shares

    0.06% of the 13F portfolio, value $987,899.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 13,887 shares
    Change vs previous 13F +56 shares

    0.04% of the 13F portfolio, value $673,952.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 13,831 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $691,003.

    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).