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Advisory Services & Investments, LLC: DFUV position timeline

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

Advisory Services & Investments, LLC held 207,396 DFUV 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 207,396 shares
    Change vs previous 13F -47,063 shares

    5.89% of the 13F portfolio, value $8,646,359.

    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 254,459 shares
    Change vs previous 13F -9,981 shares

    6.94% of the 13F portfolio, value $9,992,624.

    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 264,440 shares
    Change vs previous 13F -12,489 shares

    7.46% of the 13F portfolio, value $10,815,616.

    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 276,929 shares
    Change vs previous 13F +839 shares

    7.6% of the 13F portfolio, value $10,307,315.

    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 276,090 shares
    Change vs previous 13F -5,963 shares

    8.26% of the 13F portfolio, value $9,392,598.

    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 282,053 shares
    Change vs previous 13F -6,759 shares

    8.04% of the 13F portfolio, value $9,730,845.

    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 288,812 shares
    Change vs previous 13F -927 shares

    8.78% of the 13F portfolio, value $9,669,442.

    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 289,739 shares
    Change vs previous 13F not available

    9.65% of the 13F portfolio, value $9,700,477.

    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).