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Advisory Services & Investments, LLC: DJP position timeline

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

Advisory Services & Investments, LLC held 0 DJP shares at 2023-09-30 per its 13F-HR filed 2023-10-10.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -9,614 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 9,614 shares
    Change vs previous 13F -6 shares

    0.24% of the 13F portfolio, value $293,900.

    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).

  3. period ended2023-03-31
    13F 9,620 shares
    Change vs previous 13F +2,981 shares

    0.28% of the 13F portfolio, value $303,896.

    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).

  4. period ended2022-12-31
    13F 6,639 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $223,801.

    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).