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Diversify Advisory Services, LLC: BXMT position timeline

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

Diversify Advisory Services, LLC held 107,460 BXMT 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 107,460 shares
    Change vs previous 13F +20,824 shares

    0.01% of the 13F portfolio, value $1,785,982.

    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: 53,730 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,730 shares

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

  2. period ended2026-03-31
    13F 86,636 shares
    Change vs previous 13F +46,222 shares

    0.03% of the 13F portfolio, value $1,653,020.

    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: 40,708 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,928 shares

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

  3. period ended2025-12-31
    13F 40,414 shares
    Change vs previous 13F +2,098 shares

    0.03% of the 13F portfolio, value $792,930.

    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 38,316 shares
    Change vs previous 13F +2,887 shares

    0.02% of the 13F portfolio, value $710,758.

    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 35,429 shares
    Change vs previous 13F +35,429 shares

    0.03% of the 13F portfolio, value $673,149.

    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 0 shares
    Change vs previous 13F -10,046 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 10,046 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $172,295.

    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).