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Disclosery

First Allied Advisory Services, Inc.: EXC position timeline

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

First Allied Advisory Services, Inc. held 21,380 EXC 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 21,380 shares
    Change vs previous 13F -1,196 shares

    0.03% of the 13F portfolio, value $765,000.

    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 22,576 shares
    Change vs previous 13F -2,921 shares

    0.03% of the 13F portfolio, value $819,000.

    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 25,497 shares
    Change vs previous 13F -764 shares

    0.04% of the 13F portfolio, value $939,000.

    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 26,261 shares
    Change vs previous 13F -2,907 shares

    0.04% of the 13F portfolio, value $1,199,000.

    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 29,168 shares
    Change vs previous 13F -2,417 shares

    0.05% of the 13F portfolio, value $1,407,000.

    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 31,585 shares
    Change vs previous 13F +6,646 shares

    0.05% of the 13F portfolio, value $1,514,000.

    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 24,939 shares
    Change vs previous 13F -1,698 shares

    0.04% of the 13F portfolio, value $1,255,000.

    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 26,637 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,207,000.

    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).