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Disclosery

AdvicePeriod, LLC: IDEV position timeline

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

AdvicePeriod, LLC held 203,079 IDEV 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 203,079 shares
    Change vs previous 13F -1,111 shares

    0.89% of the 13F portfolio, value $13,698,000.

    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 204,190 shares
    Change vs previous 13F +5,780 shares

    0.94% of the 13F portfolio, value $13,191,000.

    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 198,410 shares
    Change vs previous 13F -1,692 shares

    0.94% of the 13F portfolio, value $12,228,000.

    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 200,102 shares
    Change vs previous 13F -4,975 shares

    0.98% of the 13F portfolio, value $10,798,000.

    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 205,077 shares
    Change vs previous 13F +29,987 shares

    1.14% of the 13F portfolio, value $10,481,000.

    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 175,090 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,758,000.

    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).