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FormulaFolio Investments, LLC: PTIN position timeline

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

FormulaFolio Investments, LLC held 0 PTIN shares at 2020-09-30 per its 13F-HR filed 2020-10-15.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 0 shares
    Change vs previous 13F -210,360 shares

    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).

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

  2. period ended2020-06-30
    13F 210,360 shares
    Change vs previous 13F +115,276 shares

    0.2% of the 13F portfolio, value $4,925,000.

    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).

  3. period ended2020-03-31
    13F 95,084 shares
    Change vs previous 13F +28,551 shares

    0.12% of the 13F portfolio, value $2,217,000.

    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).

  4. period ended2019-12-31
    13F 66,533 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,782,000.

    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).