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Diversify Advisory Services, LLC: JBBB position timeline

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

Diversify Advisory Services, LLC held 39,076 JBBB 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 39,076 shares
    Change vs previous 13F +13,126 shares

    0.02% of the 13F portfolio, value $1,852,990.

    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: 19,538 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,538 shares

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

  2. period ended2026-03-31
    13F 25,950 shares
    Change vs previous 13F +1,128 shares

    0.02% of the 13F portfolio, value $1,229,526.

    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: 25,950 shares

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

  3. period ended2025-12-31
    13F 24,822 shares
    Change vs previous 13F +785 shares

    0.04% of the 13F portfolio, value $1,193,314.

    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 24,037 shares
    Change vs previous 13F +86 shares

    0.04% of the 13F portfolio, value $1,151,380.

    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 23,951 shares
    Change vs previous 13F -1,165 shares

    0.04% of the 13F portfolio, value $1,157,555.

    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 25,116 shares
    Change vs previous 13F -1,811 shares

    0.08% of the 13F portfolio, value $1,205,062.

    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 26,927 shares
    Change vs previous 13F +1,871 shares

    0.07% of the 13F portfolio, value $1,323,850.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,927 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 25,056 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,234,873.

    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: 20,975 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,081 shares

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