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Diversify Advisory Services, LLC: BOOT position timeline

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

Diversify Advisory Services, LLC held 26,788 BOOT 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 26,788 shares
    Change vs previous 13F +14,956 shares

    0.03% of the 13F portfolio, value $4,155,270.

    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: 13,394 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,394 shares

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

  2. period ended2026-03-31
    13F 11,832 shares
    Change vs previous 13F +4,511 shares

    0.04% of the 13F portfolio, value $1,972,816.

    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: 11,832 shares

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

  3. period ended2025-12-31
    13F 7,321 shares
    Change vs previous 13F +589 shares

    0.03% of the 13F portfolio, value $1,417,869.

    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: 1,959 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,362 shares

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

  4. period ended2025-09-30
    13F 6,732 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,286,957.

    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: 1,786 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,946 shares

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