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Disclosery

First Allied Advisory Services, Inc.: XLU position timeline

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

First Allied Advisory Services, Inc. held 53,967 XLU 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 53,967 shares
    Change vs previous 13F +4,926 shares

    0.11% of the 13F portfolio, value $3,205,000.

    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 49,041 shares
    Change vs previous 13F +12,401 shares

    0.1% of the 13F portfolio, value $2,767,000.

    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 36,640 shares
    Change vs previous 13F -3,001 shares

    0.09% of the 13F portfolio, value $2,030,000.

    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 39,641 shares
    Change vs previous 13F -8,689 shares

    0.09% of the 13F portfolio, value $2,555,000.

    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 48,330 shares
    Change vs previous 13F -19,568 shares

    0.11% of the 13F portfolio, value $3,121,000.

    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 67,898 shares
    Change vs previous 13F -11,050 shares

    0.14% of the 13F portfolio, value $4,049,000.

    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 78,948 shares
    Change vs previous 13F -28,092 shares

    0.16% of the 13F portfolio, value $4,594,000.

    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 107,040 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,674,000.

    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).