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Disclosery

AdvicePeriod, LLC: IVE position timeline

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

AdvicePeriod, LLC held 101,902 IVE 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 101,902 shares
    Change vs previous 13F -2,172 shares

    0.98% of the 13F portfolio, value $15,045,000.

    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 104,074 shares
    Change vs previous 13F -8,464 shares

    1.04% of the 13F portfolio, value $14,699,000.

    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 112,538 shares
    Change vs previous 13F +16,481 shares

    1.11% of the 13F portfolio, value $14,407,000.

    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 96,057 shares
    Change vs previous 13F -7,359 shares

    0.98% of the 13F portfolio, value $10,802,000.

    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 103,416 shares
    Change vs previous 13F -28,944 shares

    1.22% of the 13F portfolio, value $11,191,000.

    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 132,360 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $12,740,000.

    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).