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Advisory Services & Investments, LLC: DFGR position timeline

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

Advisory Services & Investments, LLC held 227,220 DFGR 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 227,220 shares
    Change vs previous 13F -3,591 shares

    4.46% of the 13F portfolio, value $6,557,576.

    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 230,811 shares
    Change vs previous 13F +7,241 shares

    4.01% of the 13F portfolio, value $5,767,973.

    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 223,570 shares
    Change vs previous 13F +11,366 shares

    3.94% of the 13F portfolio, value $5,707,748.

    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 212,204 shares
    Change vs previous 13F -2,520 shares

    4.07% of the 13F portfolio, value $5,513,066.

    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 214,724 shares
    Change vs previous 13F +111,452 shares

    4.23% of the 13F portfolio, value $4,811,970.

    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 103,272 shares
    Change vs previous 13F +30,223 shares

    2.08% of the 13F portfolio, value $2,518,810.

    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 73,049 shares
    Change vs previous 13F +20,337 shares

    1.63% of the 13F portfolio, value $1,793,353.

    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 52,712 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,285,924.

    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).