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Disclosery

First Allied Advisory Services, Inc.: SCHD position timeline

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

First Allied Advisory Services, Inc. held 51,224 SCHD 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 51,224 shares
    Change vs previous 13F -13,073 shares

    0.1% of the 13F portfolio, value $2,833,000.

    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 64,297 shares
    Change vs previous 13F -116,551 shares

    0.12% of the 13F portfolio, value $3,327,000.

    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 180,848 shares
    Change vs previous 13F +96,939 shares

    0.35% of the 13F portfolio, value $8,135,000.

    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 83,909 shares
    Change vs previous 13F +5,818 shares

    0.16% of the 13F portfolio, value $4,869,000.

    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 78,091 shares
    Change vs previous 13F +1,124 shares

    0.15% of the 13F portfolio, value $4,279,000.

    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 76,967 shares
    Change vs previous 13F -533 shares

    0.14% of the 13F portfolio, value $4,085,000.

    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 77,500 shares
    Change vs previous 13F +2,762 shares

    0.14% of the 13F portfolio, value $4,043,000.

    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 74,738 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,512,000.

    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).