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Advisory Services & Investments, LLC: SCHZ position timeline

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

Advisory Services & Investments, LLC held 0 SCHZ shares at 2023-03-31 per its 13F-HR filed 2023-04-27.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -27,397 shares

    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).

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

  2. period ended2022-12-31
    13F 27,397 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,250,673.

    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).