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Disclosery

First Allied Advisory Services, Inc.: IVW position timeline

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

First Allied Advisory Services, Inc. held 75,659 IVW 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 75,659 shares
    Change vs previous 13F -208 shares

    0.59% of the 13F portfolio, value $17,483,000.

    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 75,867 shares
    Change vs previous 13F +18,369 shares

    0.58% of the 13F portfolio, value $15,742,000.

    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 57,498 shares
    Change vs previous 13F +7,290 shares

    0.41% of the 13F portfolio, value $9,490,000.

    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 50,208 shares
    Change vs previous 13F -12,929 shares

    0.33% of the 13F portfolio, value $9,729,000.

    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 63,137 shares
    Change vs previous 13F +2,945 shares

    0.4% of the 13F portfolio, value $11,370,000.

    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 60,192 shares
    Change vs previous 13F -14,880 shares

    0.37% of the 13F portfolio, value $10,789,000.

    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 75,072 shares
    Change vs previous 13F -5,037 shares

    0.44% of the 13F portfolio, value $12,939,000.

    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 80,109 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $12,071,000.

    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).