Skip to content
Disclosery

Advisory Services & Investments, LLC: DFLV position timeline

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

Advisory Services & Investments, LLC held 191,878 DFLV 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 191,878 shares
    Change vs previous 13F +29,941 shares

    4.02% of the 13F portfolio, value $5,911,763.

    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 161,937 shares
    Change vs previous 13F +15,372 shares

    3.25% of the 13F portfolio, value $4,681,600.

    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 146,565 shares
    Change vs previous 13F +21,358 shares

    3.03% of the 13F portfolio, value $4,395,486.

    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 125,207 shares
    Change vs previous 13F +24,151 shares

    2.5% of the 13F portfolio, value $3,386,851.

    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 101,056 shares
    Change vs previous 13F +19,652 shares

    2.2% of the 13F portfolio, value $2,507,201.

    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 81,404 shares
    Change vs previous 13F +44,401 shares

    1.71% of the 13F portfolio, value $2,067,663.

    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 37,003 shares
    Change vs previous 13F +22,557 shares

    0.83% of the 13F portfolio, value $909,128.

    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 14,446 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $354,358.

    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).