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FormulaFolio Investments, LLC: IVW position timeline

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

FormulaFolio Investments, LLC held 208 IVW 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 208 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $15,000.

    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 208 shares
    Change vs previous 13F -270,189 shares

    <0.01% of the 13F portfolio, value $14,000.

    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 270,397 shares
    Change vs previous 13F +256,186 shares

    0.36% of the 13F portfolio, value $17,257,000.

    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 14,211 shares
    Change vs previous 13F +2,815 shares

    0.13% of the 13F portfolio, value $3,284,000.

    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 11,396 shares
    Change vs previous 13F -4,601 shares

    0.1% of the 13F portfolio, value $2,365,000.

    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 15,997 shares
    Change vs previous 13F -41,172 shares

    0.14% of the 13F portfolio, value $2,640,000.

    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 57,169 shares
    Change vs previous 13F -48,360 shares

    0.39% of the 13F portfolio, value $11,070,000.

    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 105,529 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $18,998,000.

    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).