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Disclosery

AdvicePeriod, LLC: IGIB position timeline

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

AdvicePeriod, LLC held 64,202 IGIB 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 64,202 shares
    Change vs previous 13F +8,437 shares

    0.25% of the 13F portfolio, value $3,885,000.

    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 55,765 shares
    Change vs previous 13F +2,094 shares

    0.23% of the 13F portfolio, value $3,303,000.

    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 53,671 shares
    Change vs previous 13F +5,661 shares

    0.25% of the 13F portfolio, value $3,316,000.

    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 48,010 shares
    Change vs previous 13F -1,665 shares

    0.26% of the 13F portfolio, value $2,920,000.

    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 49,675 shares
    Change vs previous 13F +1,988 shares

    0.33% of the 13F portfolio, value $2,999,000.

    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 47,687 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,619,000.

    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).