BALASA DINVERNO & FOLTZ LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on VYM, newest first. How the timeline and the estimate are built.
BALASA DINVERNO & FOLTZ LLC held 0 VYM shares at 2022-06-30 per its 13F-HR filed 2022-08-09.
the latest 13F is the newest step
- period ended2022-06-3013F 0 sharesChange vs previous 13F -1,912 shares
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2022-03-3113F 1,912 sharesChange vs previous 13F -108 shares
0.01% of the 13F portfolio, value $215,000.
13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 2,020 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $226,000.
13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 2,020 sharesChange vs previous 13F -144 shares
0.01% of the 13F portfolio, value $209,000.
13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 2,164 sharesChange vs previous 13F -827 shares
0.02% of the 13F portfolio, value $227,000.
13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 2,991 sharesChange vs previous 13F -1,904 shares
0.02% of the 13F portfolio, value $302,000.
13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 4,895 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $448,000.
13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).