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Diversify Advisory Services, LLC: BX position timeline

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

Diversify Advisory Services, LLC held 127,378 BX 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 127,378 shares
    Change vs previous 13F +64,260 shares

    0.14% of the 13F portfolio, value $16,890,402.

    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: 63,689 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 63,689 shares

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

  2. period ended2026-03-31
    13F 63,118 shares
    Change vs previous 13F -15,889 shares

    0.12% of the 13F portfolio, value $7,563,474.

    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: 5,566 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,552 shares

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

  3. period ended2025-12-31
    13F 79,007 shares
    Change vs previous 13F -758 shares

    0.24% of the 13F portfolio, value $12,689,212.

    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: 51,321 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,686 shares

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

  4. period ended2025-09-30
    13F 79,765 shares
    Change vs previous 13F -9,838 shares

    0.24% of the 13F portfolio, value $11,519,727.

    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: 52,498 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,267 shares

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

  5. period ended2025-06-30
    13F 89,603 shares
    Change vs previous 13F +44,086 shares

    0.37% of the 13F portfolio, value $15,567,619.

    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: 56,726 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,877 shares

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

  6. period ended2025-03-31
    13F 45,517 shares
    Change vs previous 13F +10,494 shares

    0.21% of the 13F portfolio, value $6,078,245.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,720 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,797 shares

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

  7. period ended2024-12-31
    13F 35,023 shares
    Change vs previous 13F +759 shares

    0.19% of the 13F portfolio, value $5,773,519.

    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: 12,678 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,345 shares

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

  8. period ended2024-09-30
    13F 34,264 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,752,704.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,114 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,150 shares

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