Skip to content
Disclosery

Diversify Advisory Services, LLC: BUFR position timeline

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

Diversify Advisory Services, LLC held 52,706 BUFR 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 52,706 shares
    Change vs previous 13F -3,432 shares

    0.02% of the 13F portfolio, value $1,924,800.

    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: 26,353 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,353 shares

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

  2. period ended2026-03-31
    13F 56,138 shares
    Change vs previous 13F -6,958 shares

    0.04% of the 13F portfolio, value $1,994,571.

    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: 56,138 shares

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

  3. period ended2025-12-31
    13F 63,096 shares
    Change vs previous 13F +12,859 shares

    0.07% of the 13F portfolio, value $2,180,591.

    13F-HR 0002021232-26-000001 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).

  4. period ended2025-09-30
    13F 50,237 shares
    Change vs previous 13F -43 shares

    0.06% of the 13F portfolio, value $1,697,009.

    13F-HR 0002021232-25-000006 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).

  5. period ended2025-06-30
    13F 50,280 shares
    Change vs previous 13F -880 shares

    0.06% of the 13F portfolio, value $1,643,656.

    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).

  6. period ended2025-03-31
    13F 51,160 shares
    Change vs previous 13F +3,230 shares

    0.09% of the 13F portfolio, value $1,505,642.

    13F-HR 0001085146-25-002578 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).

  7. period ended2024-12-31
    13F 47,930 shares
    Change vs previous 13F +2,433 shares

    0.08% of the 13F portfolio, value $1,453,241.

    13F-HR 0001085146-25-000251 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).

  8. period ended2024-09-30
    13F 45,497 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,370,382.

    13F-HR 0001085146-24-005134 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).