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FormulaFolio Investments, LLC: SPYG position timeline

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

FormulaFolio Investments, LLC held 180,058 SPYG 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 180,058 shares
    Change vs previous 13F -16,271 shares

    3.79% of the 13F portfolio, value $11,338,000.

    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 196,329 shares
    Change vs previous 13F -1,759,296 shares

    3.74% of the 13F portfolio, value $11,511,000.

    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 1,955,625 shares
    Change vs previous 13F -244,093 shares

    2.27% of the 13F portfolio, value $108,127,000.

    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 2,199,718 shares
    Change vs previous 13F +614,263 shares

    4.25% of the 13F portfolio, value $110,228,000.

    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 1,585,455 shares
    Change vs previous 13F +753,448 shares

    2.9% of the 13F portfolio, value $71,219,000.

    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 832,007 shares
    Change vs previous 13F +22,794 shares

    1.59% of the 13F portfolio, value $29,736,000.

    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 809,213 shares
    Change vs previous 13F +608,848 shares

    1.21% of the 13F portfolio, value $33,914,000.

    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 200,365 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,792,000.

    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).