Skip to content
Disclosery

First Allied Advisory Services, Inc.: XMLV position timeline

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

First Allied Advisory Services, Inc. held 17,673 XMLV 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 17,673 shares
    Change vs previous 13F +17,673 shares

    0.02% of the 13F portfolio, value $736,000.

    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 0 shares
    Change vs previous 13F -43,405 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2020-03-31
    13F 43,405 shares
    Change vs previous 13F -31,461 shares

    0.07% of the 13F portfolio, value $1,728,000.

    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 74,866 shares
    Change vs previous 13F +6,786 shares

    0.14% of the 13F portfolio, value $4,028,000.

    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 68,080 shares
    Change vs previous 13F +3,933 shares

    0.13% of the 13F portfolio, value $3,585,000.

    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 64,147 shares
    Change vs previous 13F +1,663 shares

    0.11% of the 13F portfolio, value $3,289,000.

    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 62,484 shares
    Change vs previous 13F +51,508 shares

    0.11% of the 13F portfolio, value $3,104,000.

    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 10,976 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $489,000.

    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).