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Advisory Services & Investments, LLC: DFAT position timeline

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

Advisory Services & Investments, LLC held 14,741 DFAT 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 14,741 shares
    Change vs previous 13F -603 shares

    0.56% of the 13F portfolio, value $820,032.

    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 15,344 shares
    Change vs previous 13F -282 shares

    0.55% of the 13F portfolio, value $795,884.

    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 15,626 shares
    Change vs previous 13F -120 shares

    0.59% of the 13F portfolio, value $850,514.

    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 15,746 shares
    Change vs previous 13F -592 shares

    0.61% of the 13F portfolio, value $823,979.

    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 16,338 shares
    Change vs previous 13F -747 shares

    0.66% of the 13F portfolio, value $746,476.

    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 17,085 shares
    Change vs previous 13F +90 shares

    0.65% of the 13F portfolio, value $792,565.

    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 16,995 shares
    Change vs previous 13F -200 shares

    0.69% of the 13F portfolio, value $756,270.

    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 17,195 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $755,712.

    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).