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Disclosery

AdvicePeriod, LLC: IWB position timeline

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

AdvicePeriod, LLC held 80,853 IWB 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 80,853 shares
    Change vs previous 13F +893 shares

    1.27% of the 13F portfolio, value $19,573,000.

    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 79,960 shares
    Change vs previous 13F -4,600 shares

    1.27% of the 13F portfolio, value $17,898,000.

    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 84,560 shares
    Change vs previous 13F -682 shares

    1.38% of the 13F portfolio, value $17,913,000.

    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 85,242 shares
    Change vs previous 13F -1,002 shares

    1.45% of the 13F portfolio, value $15,953,000.

    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 86,244 shares
    Change vs previous 13F -210 shares

    1.61% of the 13F portfolio, value $14,806,000.

    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 86,454 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $12,236,000.

    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).