ADVANCE CAPITAL I INC: WLY position timeline

ADVANCE CAPITAL I INC held 10,200 WLY shares at 2016-09-30 per its 13F-HR filed 2016-11-01.

the latest 13F is the newest step

1. period ended2016-09-30

   13F 10,200 shares

   Change vs previous 13F -1,100 shares

   1.07% of the 13F portfolio, value $526,000.

   13F-HR 0001515971-16-000610 filed by ADVANCE CAPITAL I INC
   Filed 2016-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

2. period ended2016-06-30

   13F 11,300 shares

   Change vs previous 13F -8,000 shares

   0.63% of the 13F portfolio, value $590,000.

   13F-HR 0001515971-16-000570 filed by ADVANCE CAPITAL I INC
   Filed 2016-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

3. period ended2016-03-31

   13F 19,300 shares

   Change vs previous 13F -8,800 shares

   0.98% of the 13F portfolio, value $944,000.

   13F-HR 0001515971-16-000494 filed by ADVANCE CAPITAL I INC
   Filed 2016-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

4. period ended2015-12-31

   13F 28,100 shares

   Change vs previous 13F +2,600 shares

   1.2% of the 13F portfolio, value $1,265,000.

   13F-HR 0001515971-16-000435 filed by ADVANCE CAPITAL I INC
   Filed 2016-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

5. period ended2015-09-30

   13F 25,500 shares

   Change vs previous 13F +13,800 shares

   1.04% of the 13F portfolio, value $1,276,000.

   13F-HR 0001515971-15-000375 filed by ADVANCE CAPITAL I INC
   Filed 2015-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

6. period ended2015-06-30

   13F 11,700 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $636,000.

   13F-HR 0001515971-15-000255 filed by ADVANCE CAPITAL I INC
   Filed 2015-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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