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Disclosery

First Allied Advisory Services, Inc.: XLE position timeline

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

First Allied Advisory Services, Inc. held 49,300 XLE 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 49,300 shares
    Change vs previous 13F -1,054 shares

    0.05% of the 13F portfolio, value $1,477,000.

    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 50,354 shares
    Change vs previous 13F +18,404 shares

    0.07% of the 13F portfolio, value $1,906,000.

    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 31,950 shares
    Change vs previous 13F -13,924 shares

    0.04% of the 13F portfolio, value $928,000.

    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 45,874 shares
    Change vs previous 13F +9,168 shares

    0.09% of the 13F portfolio, value $2,761,000.

    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 36,706 shares
    Change vs previous 13F -3,892 shares

    0.08% of the 13F portfolio, value $2,169,000.

    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 40,598 shares
    Change vs previous 13F +8,870 shares

    0.09% of the 13F portfolio, value $2,586,000.

    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 31,728 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $2,103,000.

    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 31,841 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,818,000.

    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).