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Disclosery

AdvicePeriod, LLC: EMLP position timeline

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

AdvicePeriod, LLC held 955,074 EMLP 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 955,074 shares
    Change vs previous 13F -28,370 shares

    1.52% of the 13F portfolio, value $23,361,000.

    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 983,444 shares
    Change vs previous 13F -23,372 shares

    1.59% of the 13F portfolio, value $22,432,000.

    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 1,006,816 shares
    Change vs previous 13F -22,540 shares

    1.62% of the 13F portfolio, value $21,113,000.

    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 1,029,356 shares
    Change vs previous 13F -70,140 shares

    1.78% of the 13F portfolio, value $19,599,000.

    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 1,099,496 shares
    Change vs previous 13F -34,153 shares

    2.39% of the 13F portfolio, value $21,924,000.

    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 1,133,649 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $20,168,000.

    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).