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Advisory Services & Investments, LLC: DFSI position timeline

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

Advisory Services & Investments, LLC held 16,305 DFSI 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 16,305 shares
    Change vs previous 13F +29 shares

    0.4% of the 13F portfolio, value $582,663.

    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 16,276 shares
    Change vs previous 13F -356 shares

    0.37% of the 13F portfolio, value $536,132.

    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 16,632 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $560,000.

    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).