Skip to content
Disclosery

AdvicePeriod, LLC: IVV position timeline

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

AdvicePeriod, LLC held 112,368 IVV 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 112,368 shares
    Change vs previous 13F +218 shares

    3.14% of the 13F portfolio, value $48,309,000.

    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 112,150 shares
    Change vs previous 13F -70 shares

    3.17% of the 13F portfolio, value $44,615,000.

    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 112,220 shares
    Change vs previous 13F -2,292 shares

    3.23% of the 13F portfolio, value $42,126,000.

    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 114,512 shares
    Change vs previous 13F +29,014 shares

    3.49% of the 13F portfolio, value $38,483,000.

    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 85,498 shares
    Change vs previous 13F +2,856 shares

    2.89% of the 13F portfolio, value $26,478,000.

    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 82,642 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $21,355,000.

    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).