Skip to content
Disclosery

Advisory Services & Investments, LLC: VOO position timeline

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

Advisory Services & Investments, LLC held 22,806 VOO 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 22,806 shares
    Change vs previous 13F -2,393 shares

    8.19% of the 13F portfolio, value $12,033,995.

    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 25,199 shares
    Change vs previous 13F -129 shares

    8.76% of the 13F portfolio, value $12,602,731.

    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 25,328 shares
    Change vs previous 13F -203 shares

    8.4% of the 13F portfolio, value $12,175,126.

    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 25,531 shares
    Change vs previous 13F +1,159 shares

    8.22% of the 13F portfolio, value $11,151,902.

    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 24,372 shares
    Change vs previous 13F +701 shares

    8.42% of the 13F portfolio, value $9,570,849.

    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 23,671 shares
    Change vs previous 13F +1,622 shares

    7.96% of the 13F portfolio, value $9,640,688.

    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 22,049 shares
    Change vs previous 13F +790 shares

    7.53% of the 13F portfolio, value $8,291,934.

    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 21,259 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $7,469,105.

    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).