Skip to content
Disclosery

AdvicePeriod, LLC: BSV position timeline

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

AdvicePeriod, LLC held 246,109 BSV 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 246,109 shares
    Change vs previous 13F -17,829 shares

    1.32% of the 13F portfolio, value $20,220,000.

    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 263,938 shares
    Change vs previous 13F +5,447 shares

    1.54% of the 13F portfolio, value $21,693,000.

    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 258,491 shares
    Change vs previous 13F -20,627 shares

    1.65% of the 13F portfolio, value $21,429,000.

    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 279,118 shares
    Change vs previous 13F +20,671 shares

    2.1% of the 13F portfolio, value $23,181,000.

    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 258,447 shares
    Change vs previous 13F +20,421 shares

    2.34% of the 13F portfolio, value $21,482,000.

    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 238,026 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $19,561,000.

    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).