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Advisory Services & Investments, LLC: DFEM position timeline

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

Advisory Services & Investments, LLC held 385,392 DFEM 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 385,392 shares
    Change vs previous 13F -22,592 shares

    7.39% of the 13F portfolio, value $10,848,787.

    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 407,984 shares
    Change vs previous 13F +8,926 shares

    7.58% of the 13F portfolio, value $10,905,422.

    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 399,058 shares
    Change vs previous 13F +19,598 shares

    7.02% of the 13F portfolio, value $10,171,999.

    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 379,460 shares
    Change vs previous 13F +32,953 shares

    6.99% of the 13F portfolio, value $9,471,314.

    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 346,507 shares
    Change vs previous 13F +8,109 shares

    7.1% of the 13F portfolio, value $8,077,071.

    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 338,398 shares
    Change vs previous 13F +27,911 shares

    6.72% of the 13F portfolio, value $8,138,464.

    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 310,487 shares
    Change vs previous 13F +8,631 shares

    6.65% of the 13F portfolio, value $7,324,388.

    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 301,856 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $6,779,685.

    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).