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Advisory Services & Investments, LLC: DFAX position timeline

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

Advisory Services & Investments, LLC held 21,897 DFAX 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 21,897 shares
    Change vs previous 13F -1,094 shares

    0.4% of the 13F portfolio, value $591,432.

    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 22,991 shares
    Change vs previous 13F -354 shares

    0.41% of the 13F portfolio, value $584,425.

    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 23,345 shares
    Change vs previous 13F -1,068 shares

    0.41% of the 13F portfolio, value $593,891.

    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 24,413 shares
    Change vs previous 13F -2,616 shares

    0.44% of the 13F portfolio, value $596,160.

    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 27,029 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $608,688.

    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 27,029 shares
    Change vs previous 13F -109 shares

    0.52% of the 13F portfolio, value $630,041.

    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 27,138 shares
    Change vs previous 13F +1,632 shares

    0.57% of the 13F portfolio, value $625,797.

    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 25,506 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $550,926.

    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).