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Disclosery

AdvicePeriod, LLC: VO position timeline

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

AdvicePeriod, LLC held 29,876 VO 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 29,876 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $7,091,000.

    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 29,898 shares
    Change vs previous 13F -259 shares

    0.47% of the 13F portfolio, value $6,618,000.

    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 30,157 shares
    Change vs previous 13F -397 shares

    0.48% of the 13F portfolio, value $6,236,000.

    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 30,554 shares
    Change vs previous 13F +5,331 shares

    0.49% of the 13F portfolio, value $5,385,000.

    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 25,223 shares
    Change vs previous 13F -227 shares

    0.45% of the 13F portfolio, value $4,134,000.

    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 25,450 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,350,000.

    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).