Skip to content
Disclosery

FormulaFolio Investments, LLC: SGOL position timeline

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

FormulaFolio Investments, LLC held 289,583 SGOL 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 289,583 shares
    Change vs previous 13F -10,181 shares

    1.64% of the 13F portfolio, value $4,920,000.

    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 299,764 shares
    Change vs previous 13F -2,412,859 shares

    1.72% of the 13F portfolio, value $5,294,000.

    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 2,712,623 shares
    Change vs previous 13F -483,408 shares

    1.04% of the 13F portfolio, value $49,587,000.

    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 3,196,031 shares
    Change vs previous 13F +687,908 shares

    2.23% of the 13F portfolio, value $58,008,000.

    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 2,508,123 shares
    Change vs previous 13F +122,469 shares

    1.75% of the 13F portfolio, value $42,989,000.

    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 2,385,654 shares
    Change vs previous 13F +1,763,251 shares

    1.93% of the 13F portfolio, value $36,143,000.

    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 622,403 shares
    Change vs previous 13F +571,830 shares

    0.32% of the 13F portfolio, value $9,100,000.

    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 50,573 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,179,000.

    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).