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Disclosery

AdvicePeriod, LLC: VEU position timeline

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

AdvicePeriod, LLC held 39,055 VEU 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 39,055 shares
    Change vs previous 13F -2,063 shares

    0.16% of the 13F portfolio, value $2,476,000.

    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 41,118 shares
    Change vs previous 13F +70 shares

    0.18% of the 13F portfolio, value $2,495,000.

    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 41,048 shares
    Change vs previous 13F -12,512 shares

    0.18% of the 13F portfolio, value $2,396,000.

    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 53,560 shares
    Change vs previous 13F +1,077 shares

    0.24% of the 13F portfolio, value $2,702,000.

    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 52,483 shares
    Change vs previous 13F -8,004 shares

    0.27% of the 13F portfolio, value $2,499,000.

    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 60,487 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,481,000.

    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).