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Diversify Advisory Services, LLC: BTI position timeline

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

Diversify Advisory Services, LLC held 83,200 BTI 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 83,200 shares
    Change vs previous 13F +41,630 shares

    0.04% of the 13F portfolio, value $5,060,202.

    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: 41,600 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,600 shares

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

  2. period ended2026-03-31
    13F 41,570 shares
    Change vs previous 13F +4,596 shares

    0.04% of the 13F portfolio, value $2,388,200.

    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: 41,570 shares

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

  3. period ended2025-12-31
    13F 36,974 shares
    Change vs previous 13F +3,524 shares

    0.04% of the 13F portfolio, value $2,113,612.

    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: 12,593 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,381 shares

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

  4. period ended2025-09-30
    13F 33,450 shares
    Change vs previous 13F +29,080 shares

    0.04% of the 13F portfolio, value $1,754,138.

    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: 11,771 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,679 shares

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

  5. period ended2025-06-30
    13F 4,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,128.

    13F-HR 0001085146-25-005226 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).