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Disclosery

AdvicePeriod, LLC: VEA position timeline

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

AdvicePeriod, LLC held 4,100,560 VEA 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 4,100,560 shares
    Change vs previous 13F +202,226 shares

    13.75% of the 13F portfolio, value $211,260,000.

    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 3,898,334 shares
    Change vs previous 13F +140,205 shares

    13.59% of the 13F portfolio, value $191,447,000.

    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 3,758,129 shares
    Change vs previous 13F +291,829 shares

    13.62% of the 13F portfolio, value $177,421,000.

    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 3,466,300 shares
    Change vs previous 13F -1,026,960 shares

    12.84% of the 13F portfolio, value $141,772,000.

    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 4,493,260 shares
    Change vs previous 13F +514,859 shares

    14.27% of the 13F portfolio, value $130,835,000.

    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 3,978,401 shares
    Change vs previous 13F not available

    13.82% of the 13F portfolio, value $132,640,000.

    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).