Skip to content
Disclosery

First Allied Advisory Services, Inc.: IWV position timeline

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

First Allied Advisory Services, Inc. held 4,049 IWV 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 4,049 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $792,000.

    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 4,168 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $750,000.

    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 4,018 shares
    Change vs previous 13F -18,228 shares

    0.03% of the 13F portfolio, value $596,000.

    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 22,246 shares
    Change vs previous 13F +791 shares

    0.14% of the 13F portfolio, value $4,200,000.

    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 21,455 shares
    Change vs previous 13F -122 shares

    0.13% of the 13F portfolio, value $3,722,000.

    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 21,577 shares
    Change vs previous 13F -1,154 shares

    0.13% of the 13F portfolio, value $3,719,000.

    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 22,731 shares
    Change vs previous 13F +294 shares

    0.13% of the 13F portfolio, value $3,809,000.

    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 22,437 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,296,000.

    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).