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3D ASSET MANAGEMENT, INC: IVLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3D ASSET MANAGEMENT, INC on IVLU, newest first. How the timeline and the estimate are built.

3D ASSET MANAGEMENT, INC held 598,364 IVLU shares at 2020-09-30 per its 13F-HR filed 2020-11-09.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 598,364 shares
    Change vs previous 13F -18,094 shares

    3.26% of the 13F portfolio, value $11,710,000.

    13F-HR 0001085146-20-002794 filed by 3D ASSET MANAGEMENT, 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 616,458 shares
    Change vs previous 13F -59,596 shares

    3.35% of the 13F portfolio, value $12,039,000.

    13F-HR 0001085146-20-001880 filed by 3D ASSET MANAGEMENT, 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 676,054 shares
    Change vs previous 13F -594,013 shares

    3.54% of the 13F portfolio, value $11,899,000.

    13F-HR 0001085146-20-001344 filed by 3D ASSET MANAGEMENT, 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 1,270,067 shares
    Change vs previous 13F -16,416 shares

    7.17% of the 13F portfolio, value $30,952,000.

    13F-HR 0001085146-20-000708 filed by 3D ASSET MANAGEMENT, 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 1,286,483 shares
    Change vs previous 13F -191,717 shares

    6.99% of the 13F portfolio, value $29,319,000.

    13F-HR 0001085146-19-002656 filed by 3D ASSET MANAGEMENT, 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 1,478,200 shares
    Change vs previous 13F -39,920 shares

    8.3% of the 13F portfolio, value $34,073,000.

    13F-HR 0001085146-19-002075 filed by 3D ASSET MANAGEMENT, 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 1,518,120 shares
    Change vs previous 13F +43,890 shares

    8.5% of the 13F portfolio, value $36,058,000.

    13F-HR 0001085146-19-001295 filed by 3D ASSET MANAGEMENT, 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 1,474,230 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $32,241,000.

    13F-HR 0001085146-19-000659 filed by 3D ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).