Skip to content
Disclosery

First Allied Advisory Services, Inc.: SCHW position timeline

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

First Allied Advisory Services, Inc. held 12,423 SCHW 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 12,423 shares
    Change vs previous 13F -3,351 shares

    0.02% of the 13F portfolio, value $450,000.

    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 15,774 shares
    Change vs previous 13F -1,440 shares

    0.02% of the 13F portfolio, value $532,000.

    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 17,214 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $579,000.

    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 16,963 shares
    Change vs previous 13F -7,315 shares

    0.03% of the 13F portfolio, value $808,000.

    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 24,278 shares
    Change vs previous 13F +6,917 shares

    0.04% of the 13F portfolio, value $1,019,000.

    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 17,361 shares
    Change vs previous 13F +2,601 shares

    0.02% of the 13F portfolio, value $698,000.

    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 14,760 shares
    Change vs previous 13F -10,931 shares

    0.02% of the 13F portfolio, value $628,000.

    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 25,691 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,066,000.

    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).