Skip to content
Disclosery

Simply Money Advisors: VB position timeline

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

Simply Money Advisors held 136,433 VB 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 136,433 shares
    Change vs previous 13F -9,954 shares

    2.82% of the 13F portfolio, value $20,045,000.

    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 146,387 shares
    Change vs previous 13F +340 shares

    2.79% of the 13F portfolio, value $21,636,000.

    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 146,047 shares
    Change vs previous 13F +4,550 shares

    2.73% of the 13F portfolio, value $20,639,000.

    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 141,497 shares
    Change vs previous 13F +4,737 shares

    2.62% of the 13F portfolio, value $19,178,000.

    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 136,760 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $18,227,000.

    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).