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Advisory Services & Investments, LLC: VO position timeline

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

Advisory Services & Investments, LLC held 60,532 VO 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 60,532 shares
    Change vs previous 13F -742 shares

    10.87% of the 13F portfolio, value $15,970,133.

    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 61,274 shares
    Change vs previous 13F +1,061 shares

    10.31% of the 13F portfolio, value $14,834,449.

    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 60,213 shares
    Change vs previous 13F +2,500 shares

    10.38% of the 13F portfolio, value $15,044,834.

    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 57,713 shares
    Change vs previous 13F -1,130 shares

    9.9% of the 13F portfolio, value $13,426,261.

    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 58,843 shares
    Change vs previous 13F +1,940 shares

    10.77% of the 13F portfolio, value $12,253,385.

    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 56,903 shares
    Change vs previous 13F +5,242 shares

    10.35% of the 13F portfolio, value $12,527,678.

    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 51,661 shares
    Change vs previous 13F +1,979 shares

    9.89% of the 13F portfolio, value $10,896,255.

    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 49,682 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $10,125,608.

    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).