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Advisory Services & Investments, LLC: SCHP position timeline

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

Advisory Services & Investments, LLC held 12,412 SCHP 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 12,412 shares
    Change vs previous 13F +1,735 shares

    0.45% of the 13F portfolio, value $665,632.

    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 10,677 shares
    Change vs previous 13F -699 shares

    0.39% of the 13F portfolio, value $555,288.

    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 11,376 shares
    Change vs previous 13F -13,894 shares

    0.41% of the 13F portfolio, value $593,349.

    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 25,270 shares
    Change vs previous 13F +17,553 shares

    0.97% of the 13F portfolio, value $1,319,071.

    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 7,717 shares
    Change vs previous 13F -3,649 shares

    0.34% of the 13F portfolio, value $389,609.

    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 11,366 shares
    Change vs previous 13F -2,918 shares

    0.49% of the 13F portfolio, value $595,896.

    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 14,284 shares
    Change vs previous 13F -13,760 shares

    0.7% of the 13F portfolio, value $765,741.

    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 28,044 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,452,373.

    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).