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FormulaFolio Investments, LLC: SPYM position timeline

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

FormulaFolio Investments, LLC held 328,055 SPYM 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 328,055 shares
    Change vs previous 13F -12,094 shares

    5.51% of the 13F portfolio, value $16,511,000.

    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 340,149 shares
    Change vs previous 13F -1,426,781 shares

    5.39% of the 13F portfolio, value $16,572,000.

    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 1,766,930 shares
    Change vs previous 13F -2,166,168 shares

    1.63% of the 13F portfolio, value $77,674,000.

    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 3,933,098 shares
    Change vs previous 13F +2,380,464 shares

    5.96% of the 13F portfolio, value $154,767,000.

    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 1,552,634 shares
    Change vs previous 13F -19,983 shares

    2.29% of the 13F portfolio, value $56,283,000.

    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 1,572,617 shares
    Change vs previous 13F -1,737,162 shares

    2.54% of the 13F portfolio, value $47,572,000.

    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 3,309,779 shares
    Change vs previous 13F +2,235,602 shares

    4.46% of the 13F portfolio, value $125,176,000.

    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 1,074,177 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $37,435,000.

    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).