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Advisory Services & Investments, LLC: DFUS position timeline

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

Advisory Services & Investments, LLC held 22,923 DFUS 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 22,923 shares
    Change vs previous 13F -1,407 shares

    0.97% of the 13F portfolio, value $1,425,798.

    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 24,330 shares
    Change vs previous 13F -469 shares

    0.99% of the 13F portfolio, value $1,431,808.

    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 24,799 shares
    Change vs previous 13F -2,023 shares

    0.97% of the 13F portfolio, value $1,413,035.

    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 26,822 shares
    Change vs previous 13F -3,105 shares

    1.03% of the 13F portfolio, value $1,390,174.

    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 29,927 shares
    Change vs previous 13F -3,229 shares

    1.22% of the 13F portfolio, value $1,393,092.

    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 33,156 shares
    Change vs previous 13F -123 shares

    1.32% of the 13F portfolio, value $1,596,777.

    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 33,279 shares
    Change vs previous 13F +6,877 shares

    1.34% of the 13F portfolio, value $1,478,571.

    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 26,402 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,098,572.

    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).