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Disclosery

AdvicePeriod, LLC: VTIP position timeline

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

AdvicePeriod, LLC held 68,557 VTIP 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 68,557 shares
    Change vs previous 13F +4,569 shares

    0.23% of the 13F portfolio, value $3,593,000.

    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 63,988 shares
    Change vs previous 13F +2,904 shares

    0.23% of the 13F portfolio, value $3,298,000.

    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 61,084 shares
    Change vs previous 13F -3,176 shares

    0.24% of the 13F portfolio, value $3,121,000.

    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 64,260 shares
    Change vs previous 13F +1,518 shares

    0.3% of the 13F portfolio, value $3,279,000.

    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 62,742 shares
    Change vs previous 13F -162 shares

    0.34% of the 13F portfolio, value $3,148,000.

    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 62,904 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,065,000.

    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).