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Disclosery

AdvicePeriod, LLC: VT position timeline

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

AdvicePeriod, LLC held 114,852 VT 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 114,852 shares
    Change vs previous 13F +7,779 shares

    0.77% of the 13F portfolio, value $11,900,000.

    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 107,073 shares
    Change vs previous 13F +21,277 shares

    0.74% of the 13F portfolio, value $10,417,000.

    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 85,796 shares
    Change vs previous 13F +3,910 shares

    0.61% of the 13F portfolio, value $7,943,000.

    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 81,886 shares
    Change vs previous 13F +4,172 shares

    0.6% of the 13F portfolio, value $6,603,000.

    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 77,714 shares
    Change vs previous 13F +6,693 shares

    0.63% of the 13F portfolio, value $5,813,000.

    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 71,021 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,460,000.

    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).