Skip to content
Disclosery

FormulaFolio Investments, LLC: FSTA position timeline

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

FormulaFolio Investments, LLC held 62,838 FSTA 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 62,838 shares
    Change vs previous 13F -1,391 shares

    0.89% of the 13F portfolio, value $2,677,000.

    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 64,229 shares
    Change vs previous 13F -643,778 shares

    0.9% of the 13F portfolio, value $2,761,000.

    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 708,007 shares
    Change vs previous 13F -170,357 shares

    0.6% of the 13F portfolio, value $28,802,000.

    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 878,364 shares
    Change vs previous 13F +200,051 shares

    1.29% of the 13F portfolio, value $33,518,000.

    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 678,313 shares
    Change vs previous 13F +226,717 shares

    0.96% of the 13F portfolio, value $23,653,000.

    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 451,596 shares
    Change vs previous 13F +451,596 shares

    0.78% of the 13F portfolio, value $14,605,000.

    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 ended2019-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.