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FormulaFolio Investments, LLC: SPYV position timeline

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

FormulaFolio Investments, LLC held 53,345 SPYV 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 53,345 shares
    Change vs previous 13F -4,272 shares

    0.7% of the 13F portfolio, value $2,109,000.

    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 57,617 shares
    Change vs previous 13F -425,129 shares

    0.75% of the 13F portfolio, value $2,298,000.

    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 482,746 shares
    Change vs previous 13F +258,008 shares

    0.35% of the 13F portfolio, value $16,602,000.

    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 224,738 shares
    Change vs previous 13F +149,538 shares

    0.26% of the 13F portfolio, value $6,787,000.

    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 75,200 shares
    Change vs previous 13F -144,586 shares

    0.09% of the 13F portfolio, value $2,179,000.

    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 219,786 shares
    Change vs previous 13F +156,183 shares

    0.3% of the 13F portfolio, value $5,679,000.

    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 63,603 shares
    Change vs previous 13F +32,523 shares

    0.08% of the 13F portfolio, value $2,220,000.

    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 31,080 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $993,000.

    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).