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Disclosery

AdvicePeriod, LLC: VOO position timeline

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

AdvicePeriod, LLC held 409,781 VOO 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 409,781 shares
    Change vs previous 13F -6,497 shares

    10.49% of the 13F portfolio, value $161,257,000.

    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 416,278 shares
    Change vs previous 13F +43,428 shares

    10.77% of the 13F portfolio, value $151,650,000.

    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 372,850 shares
    Change vs previous 13F +51,120 shares

    9.84% of the 13F portfolio, value $128,145,000.

    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 321,730 shares
    Change vs previous 13F +89,449 shares

    8.97% of the 13F portfolio, value $98,980,000.

    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 232,281 shares
    Change vs previous 13F +63,224 shares

    7.18% of the 13F portfolio, value $65,836,000.

    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 169,057 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $40,037,000.

    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).