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Disclosery

AdvicePeriod, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdvicePeriod, LLC on ACWI, newest first. How the timeline and the estimate are built.

AdvicePeriod, LLC held 26,005 ACWI shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 26,005 shares
    Change vs previous 13F +67 shares

    0.17% of the 13F portfolio, value $2,631,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 25,938 shares
    Change vs previous 13F +43 shares

    0.18% of the 13F portfolio, value $2,468,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 25,895 shares
    Change vs previous 13F -5,708 shares

    0.18% of the 13F portfolio, value $2,349,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 31,603 shares
    Change vs previous 13F -900 shares

    0.23% of the 13F portfolio, value $2,526,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 32,503 shares
    Change vs previous 13F -43,800 shares

    0.26% of the 13F portfolio, value $2,396,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 76,303 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,774,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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