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Advisory Services & Investments, LLC: DFAC position timeline

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

Advisory Services & Investments, LLC held 339,698 DFAC 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 339,698 shares
    Change vs previous 13F +6,856 shares

    7.93% of the 13F portfolio, value $11,648,235.

    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 332,842 shares
    Change vs previous 13F -6,669 shares

    7.46% of the 13F portfolio, value $10,730,834.

    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 339,511 shares
    Change vs previous 13F -10,736 shares

    7.48% of the 13F portfolio, value $10,847,388.

    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 350,247 shares
    Change vs previous 13F -2,332 shares

    7.55% of the 13F portfolio, value $10,237,715.

    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 352,579 shares
    Change vs previous 13F -11,098 shares

    8.12% of the 13F portfolio, value $9,237,569.

    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 363,677 shares
    Change vs previous 13F -4,985 shares

    8.15% of the 13F portfolio, value $9,873,833.

    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 368,662 shares
    Change vs previous 13F -4,641 shares

    8.53% of the 13F portfolio, value $9,393,508.

    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 373,303 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $9,063,789.

    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).