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Disclosery

AdvicePeriod, LLC: VOE position timeline

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

AdvicePeriod, LLC held 112,447 VOE 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 112,447 shares
    Change vs previous 13F -5,799 shares

    1.03% of the 13F portfolio, value $15,799,000.

    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 118,246 shares
    Change vs previous 13F -5,689 shares

    1.13% of the 13F portfolio, value $15,947,000.

    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 123,935 shares
    Change vs previous 13F -427 shares

    1.13% of the 13F portfolio, value $14,743,000.

    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 124,362 shares
    Change vs previous 13F -14,121 shares

    1.14% of the 13F portfolio, value $12,607,000.

    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 138,483 shares
    Change vs previous 13F +14,480 shares

    1.45% of the 13F portfolio, value $13,253,000.

    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 124,003 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $10,081,000.

    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).