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Disclosery

AdvicePeriod, LLC: IEFA position timeline

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

AdvicePeriod, LLC held 392,288 IEFA 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 392,288 shares
    Change vs previous 13F +1,521 shares

    1.91% of the 13F portfolio, value $29,367,000.

    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 390,767 shares
    Change vs previous 13F -16,197 shares

    2% of the 13F portfolio, value $28,155,000.

    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 406,964 shares
    Change vs previous 13F +2,084 shares

    2.16% of the 13F portfolio, value $28,117,000.

    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 404,880 shares
    Change vs previous 13F +56,315 shares

    2.21% of the 13F portfolio, value $24,406,000.

    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 348,565 shares
    Change vs previous 13F -16,425 shares

    2.17% of the 13F portfolio, value $19,924,000.

    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 364,990 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $18,209,000.

    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).