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FormulaFolio Investments, LLC: FREL position timeline

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

FormulaFolio Investments, LLC held 148,644 FREL shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 148,644 shares
    Change vs previous 13F -6,902 shares

    1.51% of the 13F portfolio, value $4,523,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, 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 155,546 shares
    Change vs previous 13F -983,723 shares

    1.47% of the 13F portfolio, value $4,523,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, 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 1,139,269 shares
    Change vs previous 13F -109,422 shares

    0.61% of the 13F portfolio, value $28,915,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, 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 1,248,691 shares
    Change vs previous 13F -565,260 shares

    1.13% of the 13F portfolio, value $29,344,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, 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 1,813,951 shares
    Change vs previous 13F -1,274,285 shares

    1.73% of the 13F portfolio, value $42,410,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, 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 3,088,236 shares
    Change vs previous 13F -1,366,144 shares

    3.43% of the 13F portfolio, value $64,235,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 4,454,380 shares
    Change vs previous 13F -111,987 shares

    4.42% of the 13F portfolio, value $124,099,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 4,566,367 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $127,402,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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