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Disclosery

First Allied Advisory Services, Inc.: USMV position timeline

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

First Allied Advisory Services, Inc. held 397,529 USMV 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 397,529 shares
    Change vs previous 13F -15,137 shares

    0.85% of the 13F portfolio, value $25,335,000.

    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 412,666 shares
    Change vs previous 13F +27,368 shares

    0.92% of the 13F portfolio, value $25,020,000.

    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 385,298 shares
    Change vs previous 13F +163,803 shares

    0.9% of the 13F portfolio, value $20,810,000.

    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 221,495 shares
    Change vs previous 13F -70,820 shares

    0.49% of the 13F portfolio, value $14,544,000.

    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 292,315 shares
    Change vs previous 13F +74,857 shares

    0.67% of the 13F portfolio, value $18,720,000.

    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 217,458 shares
    Change vs previous 13F +9,821 shares

    0.46% of the 13F portfolio, value $13,424,000.

    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 207,637 shares
    Change vs previous 13F +47,014 shares

    0.42% of the 13F portfolio, value $12,221,000.

    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 160,623 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,433,000.

    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).