FormulaFolio Investments, LLC: ACWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FormulaFolio Investments, LLC on ACWI, newest first. How the timeline and the estimate are built.
FormulaFolio Investments, LLC held 3,497 ACWI shares at 2021-06-30 per its 13F-HR filed 2021-07-28.
the latest 13F is the newest step
- period ended2021-06-3013F 3,497 sharesChange vs previous 13F -361 shares
0.12% of the 13F portfolio, value $354,000.
13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, 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 3,858 sharesChange vs previous 13F -15,968 shares
0.12% of the 13F portfolio, value $381,000.
13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, 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 19,826 sharesChange vs previous 13F -1,832 shares
0.04% of the 13F portfolio, value $1,799,000.
13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 21,658 sharesChange vs previous 13F +6,326 shares
0.07% of the 13F portfolio, value $1,731,000.
13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-06-3013F 15,332 sharesChange vs previous 13F +2,583 shares
0.05% of the 13F portfolio, value $1,130,000.
13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 12,749 sharesChange vs previous 13F -34,599 shares
0.04% of the 13F portfolio, value $798,000.
13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 47,348 sharesChange vs previous 13F -123,691 shares
0.13% of the 13F portfolio, value $3,752,000.
13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 171,039 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $12,614,000.
13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).