Skip to content
Disclosery

AdvicePeriod, LLC: IWO position timeline

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

AdvicePeriod, LLC held 7,663 IWO 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 7,663 shares
    Change vs previous 13F +177 shares

    0.16% of the 13F portfolio, value $2,389,000.

    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 7,486 shares
    Change vs previous 13F +276 shares

    0.16% of the 13F portfolio, value $2,251,000.

    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 7,210 shares
    Change vs previous 13F +103 shares

    0.16% of the 13F portfolio, value $2,067,000.

    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 7,107 shares
    Change vs previous 13F +1,627 shares

    0.14% of the 13F portfolio, value $1,574,000.

    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 5,480 shares
    Change vs previous 13F +187 shares

    0.12% of the 13F portfolio, value $1,134,000.

    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 5,293 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $837,000.

    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).