AdvicePeriod, LLC: IXN position timeline

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

AdvicePeriod, LLC held 957 IXN shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

period ended2021-06-30
13F 957 shares
Change vs previous 13F +2 shares
0.02% of the 13F portfolio, value $323,000.
13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
Filed 2021-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F/A 955 shares
Change vs previous 13F +87 shares
0.02% of the 13F portfolio, value $294,000.
13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
Filed 2021-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 868 shares
Change vs previous 13F -1,050 shares
0.02% of the 13F portfolio, value $261,000.
13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 1,918 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $506,000.
13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).