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Disclosery

AdvicePeriod, LLC: VWO position timeline

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

AdvicePeriod, LLC held 3,308,373 VWO 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 3,308,373 shares
    Change vs previous 13F +255,138 shares

    11.69% of the 13F portfolio, value $179,678,000.

    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 3,053,235 shares
    Change vs previous 13F +129,788 shares

    11.28% of the 13F portfolio, value $158,921,000.

    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 2,923,447 shares
    Change vs previous 13F +298,915 shares

    11.25% of the 13F portfolio, value $146,494,000.

    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 2,624,532 shares
    Change vs previous 13F -1,808,064 shares

    10.28% of the 13F portfolio, value $113,485,000.

    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 4,432,596 shares
    Change vs previous 13F +2,107,675 shares

    10.94% of the 13F portfolio, value $100,286,000.

    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 2,324,921 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $78,001,000.

    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).