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FormulaFolio Investments, LLC: SPDW position timeline

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

FormulaFolio Investments, LLC held 219,610 SPDW 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 219,610 shares
    Change vs previous 13F -10,144 shares

    2.7% of the 13F portfolio, value $8,079,000.

    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 229,754 shares
    Change vs previous 13F -1,355,122 shares

    2.75% of the 13F portfolio, value $8,464,000.

    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 1,584,876 shares
    Change vs previous 13F +127,289 shares

    1.12% of the 13F portfolio, value $53,490,000.

    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 1,457,587 shares
    Change vs previous 13F +545,567 shares

    1.64% of the 13F portfolio, value $42,649,000.

    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 912,020 shares
    Change vs previous 13F +230,154 shares

    1.03% of the 13F portfolio, value $25,190,000.

    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 681,866 shares
    Change vs previous 13F +594,631 shares

    0.87% of the 13F portfolio, value $16,324,000.

    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 87,235 shares
    Change vs previous 13F +55,970 shares

    0.1% of the 13F portfolio, value $2,735,000.

    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 31,265 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $918,000.

    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).