Skip to content
Disclosery

FormulaFolio Investments, LLC: O position timeline

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

FormulaFolio Investments, LLC held 75 O 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 75 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,000.

    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 75 shares
    Change vs previous 13F -14,824 shares

    <0.01% of the 13F portfolio, value $5,000.

    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 14,899 shares
    Change vs previous 13F +1,834 shares

    0.02% of the 13F portfolio, value $926,000.

    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 13,065 shares
    Change vs previous 13F -583 shares

    0.03% of the 13F portfolio, value $794,000.

    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 13,648 shares
    Change vs previous 13F -1,397 shares

    0.03% of the 13F portfolio, value $812,000.

    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 15,045 shares
    Change vs previous 13F -3,118 shares

    0.04% of the 13F portfolio, value $750,000.

    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 18,163 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $1,337,000.

    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 18,336 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,406,000.

    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).