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Disclosery

First Allied Advisory Services, Inc.: SHV position timeline

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

First Allied Advisory Services, Inc. held 9,526 SHV 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 9,526 shares
    Change vs previous 13F -7,396 shares

    0.04% of the 13F portfolio, value $1,055,000.

    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 16,922 shares
    Change vs previous 13F -30,658 shares

    0.07% of the 13F portfolio, value $1,874,000.

    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 47,580 shares
    Change vs previous 13F +20,559 shares

    0.23% of the 13F portfolio, value $5,282,000.

    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 27,021 shares
    Change vs previous 13F -2,892 shares

    0.1% of the 13F portfolio, value $2,979,000.

    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 29,913 shares
    Change vs previous 13F -3,894 shares

    0.12% of the 13F portfolio, value $3,320,000.

    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 33,807 shares
    Change vs previous 13F +20,085 shares

    0.13% of the 13F portfolio, value $3,741,000.

    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 13,722 shares
    Change vs previous 13F -6,120 shares

    0.05% of the 13F portfolio, value $1,519,000.

    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 19,842 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,190,000.

    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).