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Disclosery

AdvicePeriod, LLC: IWR position timeline

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

AdvicePeriod, LLC held 79,367 IWR 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 79,367 shares
    Change vs previous 13F +7,518 shares

    0.41% of the 13F portfolio, value $6,289,000.

    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 71,849 shares
    Change vs previous 13F +1,662 shares

    0.38% of the 13F portfolio, value $5,312,000.

    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 70,187 shares
    Change vs previous 13F +14,390 shares

    0.37% of the 13F portfolio, value $4,811,000.

    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 55,797 shares
    Change vs previous 13F -14,520 shares

    0.29% of the 13F portfolio, value $3,202,000.

    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 70,317 shares
    Change vs previous 13F +30,914 shares

    0.41% of the 13F portfolio, value $3,769,000.

    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 39,403 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,701,000.

    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).