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Diversify Advisory Services, LLC: FBND position timeline

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

Diversify Advisory Services, LLC held 505,516 FBND 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 505,516 shares
    Change vs previous 13F +258,470 shares

    0.19% of the 13F portfolio, value $22,783,626.

    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: 252,758 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 252,758 shares

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

  2. period ended2026-03-31
    13F 247,046 shares
    Change vs previous 13F -9,579 shares

    0.2% of the 13F portfolio, value $11,240,596.

    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: 247,046 shares

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

  3. period ended2025-12-31
    13F 256,625 shares
    Change vs previous 13F +80,869 shares

    0.22% of the 13F portfolio, value $11,843,925.

    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: 74,313 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 182,312 shares

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

  4. period ended2025-09-30
    13F 175,756 shares
    Change vs previous 13F +2,094 shares

    0.47% of the 13F portfolio, value $8,141,007.

    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 173,662 shares
    Change vs previous 13F +2,650 shares

    0.49% of the 13F portfolio, value $7,953,737.

    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 171,012 shares
    Change vs previous 13F -1,361 shares

    0.58% of the 13F portfolio, value $7,799,856.

    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 172,373 shares
    Change vs previous 13F +1,775 shares

    0.6% of the 13F portfolio, value $7,665,410.

    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 170,598 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,799,734.

    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).