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Disclosery

AdvicePeriod, LLC: EFA position timeline

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

AdvicePeriod, LLC held 177,076 EFA 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 177,076 shares
    Change vs previous 13F +5,373 shares

    0.91% of the 13F portfolio, value $13,968,000.

    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 171,703 shares
    Change vs previous 13F +16,097 shares

    0.93% of the 13F portfolio, value $13,027,000.

    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 155,606 shares
    Change vs previous 13F -848 shares

    0.87% of the 13F portfolio, value $11,353,000.

    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 156,454 shares
    Change vs previous 13F +45,975 shares

    0.9% of the 13F portfolio, value $9,958,000.

    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 110,479 shares
    Change vs previous 13F -23,424 shares

    0.73% of the 13F portfolio, value $6,725,000.

    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 133,903 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,158,000.

    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).