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Disclosery

AdvicePeriod, LLC: IEMG position timeline

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

AdvicePeriod, LLC held 622,272 IEMG 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 622,272 shares
    Change vs previous 13F +17,162 shares

    2.71% of the 13F portfolio, value $41,686,000.

    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 605,110 shares
    Change vs previous 13F +16,686 shares

    2.77% of the 13F portfolio, value $38,945,000.

    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 588,424 shares
    Change vs previous 13F +1,563 shares

    2.8% of the 13F portfolio, value $36,506,000.

    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 586,861 shares
    Change vs previous 13F +26,562 shares

    2.81% of the 13F portfolio, value $30,986,000.

    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 560,299 shares
    Change vs previous 13F -299,444 shares

    2.91% of the 13F portfolio, value $26,670,000.

    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 859,743 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $34,794,000.

    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).