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FormulaFolio Investments, LLC: SHV position timeline

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

FormulaFolio Investments, LLC held 127 SHV 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 127 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,000.

    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 127 shares
    Change vs previous 13F -12,470 shares

    <0.01% of the 13F portfolio, value $14,000.

    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 12,597 shares
    Change vs previous 13F -49,065 shares

    0.03% of the 13F portfolio, value $1,392,000.

    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 61,662 shares
    Change vs previous 13F -46,354 shares

    0.26% of the 13F portfolio, value $6,826,000.

    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 108,016 shares
    Change vs previous 13F -52,366 shares

    0.49% of the 13F portfolio, value $11,962,000.

    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 160,382 shares
    Change vs previous 13F +91,940 shares

    0.95% of the 13F portfolio, value $17,806,000.

    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 68,442 shares
    Change vs previous 13F -56,731 shares

    0.27% of the 13F portfolio, value $7,560,000.

    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 125,173 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $13,847,000.

    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).