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Disclosery

AdvicePeriod, LLC: ITOT position timeline

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

AdvicePeriod, LLC held 344,037 ITOT 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 344,037 shares
    Change vs previous 13F -10,650 shares

    2.21% of the 13F portfolio, value $33,977,000.

    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 354,687 shares
    Change vs previous 13F -8,026 shares

    2.31% of the 13F portfolio, value $32,490,000.

    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 362,713 shares
    Change vs previous 13F +30,615 shares

    2.4% of the 13F portfolio, value $31,273,000.

    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 332,098 shares
    Change vs previous 13F -1,384,369 shares

    2.27% of the 13F portfolio, value $25,070,000.

    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 1,716,467 shares
    Change vs previous 13F +1,413,539 shares

    2.7% of the 13F portfolio, value $24,744,000.

    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 302,928 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $17,330,000.

    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).