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Advisory Services & Investments, LLC: DFIC position timeline

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

Advisory Services & Investments, LLC held 738,892 DFIC 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 738,892 shares
    Change vs previous 13F -45,863 shares

    14.15% of the 13F portfolio, value $20,792,422.

    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 784,755 shares
    Change vs previous 13F +11,218 shares

    14.34% of the 13F portfolio, value $20,631,207.

    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 773,537 shares
    Change vs previous 13F +18,218 shares

    14.27% of the 13F portfolio, value $20,692,107.

    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 755,319 shares
    Change vs previous 13F +27,790 shares

    14.22% of the 13F portfolio, value $19,283,288.

    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 727,529 shares
    Change vs previous 13F +9,624 shares

    14.94% of the 13F portfolio, value $16,987,796.

    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 717,905 shares
    Change vs previous 13F +43,672 shares

    14.39% of the 13F portfolio, value $17,423,548.

    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 674,233 shares
    Change vs previous 13F +22,386 shares

    14.73% of the 13F portfolio, value $16,225,412.

    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 651,847 shares
    Change vs previous 13F not available

    14.49% of the 13F portfolio, value $14,568,774.

    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).