Skip to content
Disclosery

Simply Money Advisors: FV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on FV, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 549,278 FV shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 549,278 shares
    Change vs previous 13F -23,908 shares

    2.22% of the 13F portfolio, value $15,770,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 573,186 shares
    Change vs previous 13F -14,942 shares

    2.04% of the 13F portfolio, value $15,803,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 588,128 shares
    Change vs previous 13F +9,571 shares

    2.04% of the 13F portfolio, value $15,391,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 578,557 shares
    Change vs previous 13F +8,723 shares

    1.96% of the 13F portfolio, value $14,366,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 569,834 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $13,699,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).