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Disclosery

First Allied Advisory Services, Inc.: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Allied Advisory Services, Inc. on CWB, newest first. How the timeline and the estimate are built.

First Allied Advisory Services, Inc. held 126,561 CWB shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 126,561 shares
    Change vs previous 13F -69,541 shares

    0.29% of the 13F portfolio, value $8,719,000.

    13F-HR 0001085146-20-002918 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-06-30
    13F 196,102 shares
    Change vs previous 13F +191,682 shares

    0.44% of the 13F portfolio, value $11,864,000.

    13F-HR 0001085146-20-002189 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-03-31
    13F 4,420 shares
    Change vs previous 13F -134,137 shares

    0.01% of the 13F portfolio, value $212,000.

    13F-HR 0001085146-20-001362 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-12-31
    13F 138,557 shares
    Change vs previous 13F -3,575 shares

    0.26% of the 13F portfolio, value $7,689,000.

    13F-HR 0001085146-20-000484 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-09-30
    13F 142,132 shares
    Change vs previous 13F +64,940 shares

    0.27% of the 13F portfolio, value $7,456,000.

    13F-HR 0001085146-19-002756 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-06-30
    13F 77,192 shares
    Change vs previous 13F -58,674 shares

    0.14% of the 13F portfolio, value $4,081,000.

    13F-HR 0001085146-19-002184 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2019-03-31
    13F 135,866 shares
    Change vs previous 13F -53,414 shares

    0.24% of the 13F portfolio, value $7,101,000.

    13F-HR 0001085146-19-001353 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2018-12-31
    13F 189,280 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,862,000.

    13F-HR 0001085146-19-000975 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).