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Disclosery

AdvicePeriod, LLC: VWOB position timeline

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

AdvicePeriod, LLC held 268,860 VWOB 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 268,860 shares
    Change vs previous 13F +5,770 shares

    1.4% of the 13F portfolio, value $21,463,000.

    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 263,090 shares
    Change vs previous 13F +15,060 shares

    1.45% of the 13F portfolio, value $20,389,000.

    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 248,030 shares
    Change vs previous 13F +14,345 shares

    1.57% of the 13F portfolio, value $20,413,000.

    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 233,685 shares
    Change vs previous 13F -948 shares

    1.67% of the 13F portfolio, value $18,438,000.

    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 234,633 shares
    Change vs previous 13F -104,877 shares

    1.99% of the 13F portfolio, value $18,245,000.

    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 339,510 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $23,902,000.

    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).