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Disclosery

AdvicePeriod, LLC: VTEB position timeline

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

AdvicePeriod, LLC held 216,059 VTEB 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 216,059 shares
    Change vs previous 13F +30,822 shares

    0.78% of the 13F portfolio, value $11,948,000.

    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 185,237 shares
    Change vs previous 13F +39,012 shares

    0.72% of the 13F portfolio, value $10,121,000.

    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 146,225 shares
    Change vs previous 13F +42,158 shares

    0.62% of the 13F portfolio, value $8,070,000.

    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 104,067 shares
    Change vs previous 13F -52,952 shares

    0.51% of the 13F portfolio, value $5,665,000.

    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 157,019 shares
    Change vs previous 13F +102,597 shares

    0.93% of the 13F portfolio, value $8,501,000.

    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 54,422 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,879,000.

    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).