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Disclosery

AdvicePeriod, LLC: VXUS position timeline

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

AdvicePeriod, LLC held 129,718 VXUS 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 129,718 shares
    Change vs previous 13F -36,010 shares

    0.55% of the 13F portfolio, value $8,519,000.

    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 165,728 shares
    Change vs previous 13F +784 shares

    0.74% of the 13F portfolio, value $10,391,000.

    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 164,944 shares
    Change vs previous 13F -5,144 shares

    0.76% of the 13F portfolio, value $9,923,000.

    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 170,088 shares
    Change vs previous 13F +154,237 shares

    0.8% of the 13F portfolio, value $8,874,000.

    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 15,851 shares
    Change vs previous 13F -2,471 shares

    0.09% of the 13F portfolio, value $780,000.

    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 18,322 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $769,000.

    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).