Skip to content
Disclosery

AdvicePeriod, LLC: IWM position timeline

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

AdvicePeriod, LLC held 34,144 IWM 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 34,144 shares
    Change vs previous 13F +1,549 shares

    0.51% of the 13F portfolio, value $7,831,000.

    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 32,595 shares
    Change vs previous 13F -623 shares

    0.51% of the 13F portfolio, value $7,202,000.

    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 33,218 shares
    Change vs previous 13F +8,817 shares

    0.5% of the 13F portfolio, value $6,513,000.

    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 24,401 shares
    Change vs previous 13F -5,796 shares

    0.33% of the 13F portfolio, value $3,655,000.

    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 30,197 shares
    Change vs previous 13F +1,671 shares

    0.47% of the 13F portfolio, value $4,323,000.

    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 28,526 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,265,000.

    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).