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Advisory Services & Investments, LLC: BOND position timeline

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

Advisory Services & Investments, LLC held 42,647 BOND shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 42,647 shares
    Change vs previous 13F +1,265 shares

    2.75% of the 13F portfolio, value $4,034,827.

    13F-HR 0001754960-24-000565 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 41,382 shares
    Change vs previous 13F -3,368 shares

    2.62% of the 13F portfolio, value $3,769,067.

    13F-HR 0001754960-24-000384 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 44,750 shares
    Change vs previous 13F -9,504 shares

    2.84% of the 13F portfolio, value $4,110,729.

    13F-HR 0001754960-24-000151 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 54,254 shares
    Change vs previous 13F +21,160 shares

    3.7% of the 13F portfolio, value $5,015,765.

    13F-HR 0001754960-24-000083 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 33,094 shares
    Change vs previous 13F -7,273 shares

    2.56% of the 13F portfolio, value $2,908,939.

    13F-HR 0001754960-23-000264 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 40,367 shares
    Change vs previous 13F +7,180 shares

    3.05% of the 13F portfolio, value $3,698,412.

    13F-HR 0001754960-23-000225 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 33,187 shares
    Change vs previous 13F -8,545 shares

    2.79% of the 13F portfolio, value $3,078,274.

    13F-HR 0001754960-23-000130 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 41,732 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $3,775,901.

    13F-HR 0001754960-23-000068 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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