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Disclosery

AdvicePeriod, LLC: VXF position timeline

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

AdvicePeriod, LLC held 187,781 VXF 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 187,781 shares
    Change vs previous 13F +13,956 shares

    2.3% of the 13F portfolio, value $35,414,000.

    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 173,825 shares
    Change vs previous 13F +15,737 shares

    2.18% of the 13F portfolio, value $30,751,000.

    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 158,088 shares
    Change vs previous 13F +29,936 shares

    2% of the 13F portfolio, value $26,034,000.

    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 128,152 shares
    Change vs previous 13F +34,999 shares

    1.51% of the 13F portfolio, value $16,624,000.

    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 93,153 shares
    Change vs previous 13F +11,477 shares

    1.2% of the 13F portfolio, value $11,024,000.

    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 81,676 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,395,000.

    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).