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Diversify Advisory Services, LLC: BXSL position timeline

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

Diversify Advisory Services, LLC held 136,788 BXSL 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 136,788 shares
    Change vs previous 13F +71,208 shares

    0.03% of the 13F portfolio, value $3,146,114.

    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: 68,394 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 68,394 shares

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

  2. period ended2026-03-31
    13F 65,580 shares
    Change vs previous 13F -40,514 shares

    0.03% of the 13F portfolio, value $1,569,979.

    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: 65,580 shares

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

  3. period ended2025-12-31
    13F 106,094 shares
    Change vs previous 13F +1,114 shares

    0.05% of the 13F portfolio, value $2,771,233.

    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: 47,894 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 58,200 shares

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

  4. period ended2025-09-30
    13F 104,980 shares
    Change vs previous 13F -9,011 shares

    0.06% of the 13F portfolio, value $2,773,574.

    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: 49,631 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 55,349 shares

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

  5. period ended2025-06-30
    13F 113,991 shares
    Change vs previous 13F +22,415 shares

    0.08% of the 13F portfolio, value $3,434,557.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 42,901 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 71,090 shares

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

  6. period ended2025-03-31
    13F 91,576 shares
    Change vs previous 13F -5,537 shares

    0.09% of the 13F portfolio, value $2,718,895.

    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: 20,684 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 70,892 shares

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

  7. period ended2024-12-31
    13F 97,113 shares
    Change vs previous 13F +8,495 shares

    0.1% of the 13F portfolio, value $3,063,913.

    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: 22,866 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 74,247 shares

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

  8. period ended2024-09-30
    13F 88,618 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,754,237.

    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).