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Disclosery

AdvicePeriod, LLC: IJR position timeline

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

AdvicePeriod, LLC held 140,553 IJR 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 140,553 shares
    Change vs previous 13F +2,171 shares

    1.03% of the 13F portfolio, value $15,879,000.

    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 138,382 shares
    Change vs previous 13F -7,463 shares

    1.07% of the 13F portfolio, value $15,019,000.

    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 145,845 shares
    Change vs previous 13F -6,115 shares

    1.03% of the 13F portfolio, value $13,403,000.

    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 151,960 shares
    Change vs previous 13F +11,888 shares

    0.97% of the 13F portfolio, value $10,672,000.

    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 140,072 shares
    Change vs previous 13F +2,730 shares

    1.04% of the 13F portfolio, value $9,566,000.

    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 137,342 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,706,000.

    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).