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Disclosery

First Allied Advisory Services, Inc.: IWM position timeline

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

First Allied Advisory Services, Inc. held 37,726 IWM 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 37,726 shares
    Change vs previous 13F -4,107 shares

    0.19% of the 13F portfolio, value $5,651,000.

    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 41,833 shares
    Change vs previous 13F +19,110 shares

    0.22% of the 13F portfolio, value $5,990,000.

    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 22,723 shares
    Change vs previous 13F -5,473 shares

    0.11% of the 13F portfolio, value $2,601,000.

    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 28,196 shares
    Change vs previous 13F -15,369 shares

    0.16% of the 13F portfolio, value $4,651,000.

    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 43,565 shares
    Change vs previous 13F +2,821 shares

    0.23% of the 13F portfolio, value $6,590,000.

    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 40,744 shares
    Change vs previous 13F -1,488 shares

    0.22% of the 13F portfolio, value $6,336,000.

    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 42,232 shares
    Change vs previous 13F -14,582 shares

    0.22% of the 13F portfolio, value $6,460,000.

    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 56,814 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,591,000.

    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).