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FormulaFolio Investments, LLC: USRT position timeline

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

FormulaFolio Investments, LLC held 16,358 USRT 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 16,358 shares
    Change vs previous 13F -384 shares

    0.32% of the 13F portfolio, value $954,000.

    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 16,742 shares
    Change vs previous 13F -13,758 shares

    0.3% of the 13F portfolio, value $931,000.

    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 30,500 shares
    Change vs previous 13F -2,106 shares

    0.03% of the 13F portfolio, value $1,477,000.

    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 32,606 shares
    Change vs previous 13F +14,291 shares

    0.05% of the 13F portfolio, value $1,426,000.

    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 18,315 shares
    Change vs previous 13F +1,922 shares

    0.03% of the 13F portfolio, value $796,000.

    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 16,393 shares
    Change vs previous 13F -259,980 shares

    0.03% of the 13F portfolio, value $642,000.

    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 276,373 shares
    Change vs previous 13F +38,521 shares

    0.54% of the 13F portfolio, value $15,087,000.

    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 237,852 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,213,000.

    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).