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FormulaFolio Investments, LLC: SCHA position timeline

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

FormulaFolio Investments, LLC held 0 SCHA shares at 2021-03-31 per its 13F-HR filed 2021-05-28.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -17,403 shares

    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).

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

  2. period ended2020-12-31
    13F 17,403 shares
    Change vs previous 13F -3,028 shares

    0.03% of the 13F portfolio, value $1,549,000.

    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).

  3. period ended2020-09-30
    13F 20,431 shares
    Change vs previous 13F +5,379 shares

    0.05% of the 13F portfolio, value $1,396,000.

    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).

  4. period ended2020-06-30
    13F 15,052 shares
    Change vs previous 13F +1,314 shares

    0.04% of the 13F portfolio, value $983,000.

    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).

  5. period ended2020-03-31
    13F 13,738 shares
    Change vs previous 13F -28,939 shares

    0.04% of the 13F portfolio, value $708,000.

    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).

  6. period ended2019-12-31
    13F 42,677 shares
    Change vs previous 13F -23,597 shares

    0.12% of the 13F portfolio, value $3,228,000.

    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).

  7. period ended2019-09-30
    13F 66,274 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,621,000.

    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).