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Diversify Advisory Services, LLC: BRSP position timeline

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

Diversify Advisory Services, LLC held 57,914 BRSP 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 57,914 shares
    Change vs previous 13F +15,522 shares

    <0.01% of the 13F portfolio, value $307,106.

    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: 28,957 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,957 shares

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

  2. period ended2026-03-31
    13F 42,392 shares
    Change vs previous 13F +16,629 shares

    <0.01% of the 13F portfolio, value $243,764.

    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: 10,548 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 31,844 shares

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

  3. period ended2025-12-31
    13F 25,763 shares
    Change vs previous 13F -13,454 shares

    <0.01% of the 13F portfolio, value $153,547.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,763 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 39,217 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $202,752.

    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: 26,108 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,109 shares

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

  5. period ended2025-06-30
    13F 38,872 shares
    Change vs previous 13F +3,665 shares

    0.01% of the 13F portfolio, value $213,407.

    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: 25,763 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,109 shares

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

  6. period ended2025-03-31
    13F 35,207 shares
    Change vs previous 13F -4,046 shares

    0.01% of the 13F portfolio, value $177,796.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,577 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,630 shares

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

  7. period ended2024-12-31
    13F 39,253 shares
    Change vs previous 13F -15,616 shares

    0.01% of the 13F portfolio, value $217,069.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,577 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,676 shares

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

  8. period ended2024-09-30
    13F 54,869 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $292,201.

    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: 25,131 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,738 shares

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