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Disclosery

First Allied Advisory Services, Inc.: XLP position timeline

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

First Allied Advisory Services, Inc. held 86,614 XLP 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 86,614 shares
    Change vs previous 13F -7,926 shares

    0.19% of the 13F portfolio, value $5,552,000.

    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 94,540 shares
    Change vs previous 13F +43,944 shares

    0.2% of the 13F portfolio, value $5,544,000.

    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 50,596 shares
    Change vs previous 13F +10,675 shares

    0.12% of the 13F portfolio, value $2,756,000.

    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 39,921 shares
    Change vs previous 13F +2,616 shares

    0.08% of the 13F portfolio, value $2,514,000.

    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 37,305 shares
    Change vs previous 13F +5,484 shares

    0.08% of the 13F portfolio, value $2,279,000.

    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 31,821 shares
    Change vs previous 13F +9,841 shares

    0.06% of the 13F portfolio, value $1,848,000.

    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 21,980 shares
    Change vs previous 13F -7,384 shares

    0.04% of the 13F portfolio, value $1,230,000.

    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 29,364 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,496,000.

    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).