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Disclosery

First Allied Advisory Services, Inc.: WM position timeline

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

First Allied Advisory Services, Inc. held 15,530 WM 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 15,530 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $1,758,000.

    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 15,601 shares
    Change vs previous 13F -282 shares

    0.06% of the 13F portfolio, value $1,652,000.

    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 15,883 shares
    Change vs previous 13F +1,063 shares

    0.06% of the 13F portfolio, value $1,470,000.

    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 14,820 shares
    Change vs previous 13F -424 shares

    0.06% of the 13F portfolio, value $1,682,000.

    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 15,244 shares
    Change vs previous 13F -5,458 shares

    0.06% of the 13F portfolio, value $1,760,000.

    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 20,702 shares
    Change vs previous 13F -1,453 shares

    0.08% of the 13F portfolio, value $2,388,000.

    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 22,155 shares
    Change vs previous 13F +2,513 shares

    0.08% of the 13F portfolio, value $2,304,000.

    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 19,642 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,754,000.

    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).