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FormulaFolio Investments, LLC: IYR position timeline

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

FormulaFolio Investments, LLC held 1,877 IYR 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 1,877 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $191,000.

    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 1,877 shares
    Change vs previous 13F -5,944 shares

    0.06% of the 13F portfolio, value $183,000.

    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 7,821 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $670,000.

    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 8,390 shares
    Change vs previous 13F +2,145 shares

    0.03% of the 13F portfolio, value $670,000.

    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 6,245 shares
    Change vs previous 13F -13,771 shares

    0.02% of the 13F portfolio, value $492,000.

    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 20,016 shares
    Change vs previous 13F -39,443 shares

    0.07% of the 13F portfolio, value $1,393,000.

    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 59,459 shares
    Change vs previous 13F -2,778 shares

    0.2% of the 13F portfolio, value $5,534,000.

    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 62,237 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,822,000.

    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).