Skip to content

FormulaFolio Investments, LLC: SPTL position timeline

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

FormulaFolio Investments, LLC held 51,236 SPTL 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 51,236 shares
    Change vs previous 13F -1,516 shares

    0.71% of the 13F portfolio, value $2,116,000.

    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 52,752 shares
    Change vs previous 13F -159,420 shares

    0.68% of the 13F portfolio, value $2,078,000.

    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 212,172 shares
    Change vs previous 13F -308,852 shares

    0.2% of the 13F portfolio, value $9,575,000.

    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 521,024 shares
    Change vs previous 13F -316,219 shares

    0.94% of the 13F portfolio, value $24,353,000.

    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 837,243 shares
    Change vs previous 13F +186,011 shares

    1.6% of the 13F portfolio, value $39,275,000.

    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 651,232 shares
    Change vs previous 13F +465,507 shares

    1.64% of the 13F portfolio, value $30,764,000.

    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 185,725 shares
    Change vs previous 13F +31,541 shares

    0.26% of the 13F portfolio, value $7,219,000.

    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 154,184 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,326,000.

    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).