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Disclosery

AdvicePeriod, LLC: IWN position timeline

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

AdvicePeriod, LLC held 60,400 IWN 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 60,400 shares
    Change vs previous 13F -3,064 shares

    0.65% of the 13F portfolio, value $10,012,000.

    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 63,464 shares
    Change vs previous 13F +2,851 shares

    0.72% of the 13F portfolio, value $10,121,000.

    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 60,613 shares
    Change vs previous 13F -5,332 shares

    0.61% of the 13F portfolio, value $7,986,000.

    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 65,945 shares
    Change vs previous 13F +21,955 shares

    0.59% of the 13F portfolio, value $6,550,000.

    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 43,990 shares
    Change vs previous 13F -31,179 shares

    0.47% of the 13F portfolio, value $4,287,000.

    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 75,169 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,166,000.

    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).