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Disclosery

Advisory Alpha, LLC: CMBS position timeline

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

Advisory Alpha, LLC held 14,209 CMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,209 shares
    Change vs previous 13F -1,337 shares

    0.02% of the 13F portfolio, value $691,268.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 15,546 shares
    Change vs previous 13F -5,258 shares

    0.02% of the 13F portfolio, value $757,557.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,804 shares
    Change vs previous 13F +1,098 shares

    0.03% of the 13F portfolio, value $1,021,060.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 19,706 shares
    Change vs previous 13F -12,955 shares

    0.03% of the 13F portfolio, value $967,565.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 32,661 shares
    Change vs previous 13F -7,946 shares

    0.05% of the 13F portfolio, value $1,591,244.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 40,607 shares
    Change vs previous 13F -1,439 shares

    0.07% of the 13F portfolio, value $1,949,136.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 42,046 shares
    Change vs previous 13F -3,365 shares

    0.07% of the 13F portfolio, value $1,984,571.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 45,411 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,221,960.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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