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Diversify Advisory Services, LLC: MBB position timeline

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

Diversify Advisory Services, LLC held 156,498 MBB 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 156,498 shares
    Change vs previous 13F +83,094 shares

    0.12% of the 13F portfolio, value $14,612,210.

    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: 78,249 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 78,249 shares

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

  2. period ended2026-03-31
    13F 73,404 shares
    Change vs previous 13F +341 shares

    0.12% of the 13F portfolio, value $6,944,718.

    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: 73,404 shares

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

  3. period ended2025-12-31
    13F 73,063 shares
    Change vs previous 13F +25,171 shares

    0.13% of the 13F portfolio, value $6,987,530.

    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: 32,549 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,514 shares

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

  4. period ended2025-09-30
    13F 47,892 shares
    Change vs previous 13F -43,637 shares

    0.15% of the 13F portfolio, value $4,554,982.

    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 91,529 shares
    Change vs previous 13F +64,739 shares

    0.33% of the 13F portfolio, value $8,568,016.

    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 26,790 shares
    Change vs previous 13F -4,966 shares

    0.16% of the 13F portfolio, value $2,511,806.

    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 31,756 shares
    Change vs previous 13F -4,574 shares

    0.16% of the 13F portfolio, value $2,874,527.

    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).

  8. period ended2024-09-30
    13F 36,330 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,395,015.

    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).