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Disclosery

AdvicePeriod, LLC: VTV position timeline

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

AdvicePeriod, LLC held 212,931 VTV 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 212,931 shares
    Change vs previous 13F -88 shares

    1.9% of the 13F portfolio, value $29,270,000.

    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 213,019 shares
    Change vs previous 13F -17,734 shares

    1.99% of the 13F portfolio, value $28,004,000.

    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 230,753 shares
    Change vs previous 13F +6,770 shares

    2.11% of the 13F portfolio, value $27,450,000.

    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 223,983 shares
    Change vs previous 13F +29,130 shares

    2.12% of the 13F portfolio, value $23,408,000.

    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 194,853 shares
    Change vs previous 13F -17,379 shares

    2.12% of the 13F portfolio, value $19,405,000.

    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 212,232 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $18,901,000.

    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).