Skip to content
Disclosery

AdvicePeriod, LLC: BIV position timeline

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

AdvicePeriod, LLC held 187,594 BIV 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 187,594 shares
    Change vs previous 13F -3,501 shares

    1.1% of the 13F portfolio, value $16,876,000.

    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 191,095 shares
    Change vs previous 13F +7,659 shares

    1.2% of the 13F portfolio, value $16,956,000.

    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 183,436 shares
    Change vs previous 13F +3,328 shares

    1.31% of the 13F portfolio, value $17,032,000.

    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 180,108 shares
    Change vs previous 13F +16,959 shares

    1.53% of the 13F portfolio, value $16,836,000.

    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 163,149 shares
    Change vs previous 13F -2,827 shares

    1.66% of the 13F portfolio, value $15,204,000.

    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 165,976 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $14,827,000.

    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).