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Diversify Advisory Services, LLC: BUFB position timeline

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

Diversify Advisory Services, LLC held 400,438 BUFB 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 400,438 shares
    Change vs previous 13F +201,388 shares

    0.13% of the 13F portfolio, value $15,687,238.

    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: 200,219 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 200,219 shares

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

  2. period ended2026-03-31
    13F 199,050 shares
    Change vs previous 13F +17,254 shares

    0.14% of the 13F portfolio, value $7,573,395.

    13F-HR 0002030780-26-000002 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).

  3. period ended2025-12-31
    13F 181,796 shares
    Change vs previous 13F +32,954 shares

    0.31% of the 13F portfolio, value $6,719,180.

    13F-HR 0002030780-26-000001 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).

  4. period ended2025-09-30
    13F 148,842 shares
    Change vs previous 13F +3,110 shares

    0.31% of the 13F portfolio, value $5,383,615.

    13F-HR 0002030780-25-000005 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).

  5. period ended2025-06-30
    13F 145,732 shares
    Change vs previous 13F +507 shares

    0.31% of the 13F portfolio, value $5,069,302.

    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 145,225 shares
    Change vs previous 13F -485 shares

    0.34% of the 13F portfolio, value $4,542,638.

    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 145,710 shares
    Change vs previous 13F +1,298 shares

    0.37% of the 13F portfolio, value $4,688,948.

    13F-HR 0001085146-25-000249 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).

  8. period ended2024-09-30
    13F 144,412 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,590,107.

    13F-HR 0001085146-24-005172 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).