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Disclosery

AdvicePeriod, LLC: VBR position timeline

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

AdvicePeriod, LLC held 108,146 VBR 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 108,146 shares
    Change vs previous 13F -6,884 shares

    1.22% of the 13F portfolio, value $18,780,000.

    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 115,030 shares
    Change vs previous 13F -11,287 shares

    1.35% of the 13F portfolio, value $19,050,000.

    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 126,317 shares
    Change vs previous 13F -2,628 shares

    1.38% of the 13F portfolio, value $17,964,000.

    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 128,945 shares
    Change vs previous 13F -18,171 shares

    1.29% of the 13F portfolio, value $14,265,000.

    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 147,116 shares
    Change vs previous 13F +6,373 shares

    1.72% of the 13F portfolio, value $15,730,000.

    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 140,743 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $12,498,000.

    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).