Skip to content
Disclosery

Diversify Advisory Services, LLC: BSY position timeline

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

Diversify Advisory Services, LLC held 41,206 BSY 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 41,206 shares
    Change vs previous 13F +19,850 shares

    0.01% of the 13F portfolio, value $1,389,038.

    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: 20,603 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,603 shares

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

  2. period ended2026-03-31
    13F 21,356 shares
    Change vs previous 13F -5,393 shares

    0.01% of the 13F portfolio, value $701,327.

    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: 21,356 shares

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

  3. period ended2025-12-31
    13F 26,749 shares
    Change vs previous 13F -6,629 shares

    0.02% of the 13F portfolio, value $1,051,731.

    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: 11,924 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,825 shares

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

  4. period ended2025-09-30
    13F 33,378 shares
    Change vs previous 13F +12,126 shares

    0.04% of the 13F portfolio, value $1,678,555.

    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: 12,176 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,202 shares

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

  5. period ended2025-06-30
    13F 21,252 shares
    Change vs previous 13F +1,357 shares

    0.07% of the 13F portfolio, value $1,112,962.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,895 shares
    Change vs previous 13F -3,025 shares

    0.06% of the 13F portfolio, value $858,068.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 22,920 shares
    Change vs previous 13F -2,271 shares

    0.08% of the 13F portfolio, value $1,051,127.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,920 shares

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

  8. period ended2024-09-30
    13F 25,191 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,241,498.

    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: 4,999 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,192 shares

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