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Advisory Services & Investments, LLC: DFIV position timeline

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

Advisory Services & Investments, LLC held 16,936 DFIV 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 16,936 shares
    Change vs previous 13F -626 shares

    0.44% of the 13F portfolio, value $644,912.

    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 17,562 shares
    Change vs previous 13F -584 shares

    0.44% of the 13F portfolio, value $631,168.

    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 18,146 shares
    Change vs previous 13F -753 shares

    0.46% of the 13F portfolio, value $666,855.

    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 18,899 shares
    Change vs previous 13F -1,989 shares

    0.48% of the 13F portfolio, value $649,360.

    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 20,888 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $681,357.

    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 20,888 shares
    Change vs previous 13F -81 shares

    0.57% of the 13F portfolio, value $686,161.

    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 20,969 shares
    Change vs previous 13F +1,049 shares

    0.61% of the 13F portfolio, value $675,822.

    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 19,920 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $605,555.

    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).