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Advisory Services & Investments, LLC: DFAS position timeline

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

Advisory Services & Investments, LLC held 189,157 DFAS 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 189,157 shares
    Change vs previous 13F -13,216 shares

    8.35% of the 13F portfolio, value $12,268,705.

    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 202,373 shares
    Change vs previous 13F +2,976 shares

    8.45% of the 13F portfolio, value $12,158,554.

    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 199,397 shares
    Change vs previous 13F +3,937 shares

    8.57% of the 13F portfolio, value $12,430,392.

    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 195,460 shares
    Change vs previous 13F +11,563 shares

    8.59% of the 13F portfolio, value $11,653,309.

    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 183,897 shares
    Change vs previous 13F +5,580 shares

    8.49% of the 13F portfolio, value $9,652,739.

    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 178,317 shares
    Change vs previous 13F +14,280 shares

    8.07% of the 13F portfolio, value $9,771,797.

    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 164,037 shares
    Change vs previous 13F +7,952 shares

    7.85% of the 13F portfolio, value $8,644,775.

    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 156,085 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $7,983,748.

    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).