Skip to content

FormulaFolio Investments, LLC: VB position timeline

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

FormulaFolio Investments, LLC held 1,008 VB 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 1,008 shares
    Change vs previous 13F +111 shares

    0.08% of the 13F portfolio, value $227,000.

    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 897 shares
    Change vs previous 13F -22,426 shares

    0.06% of the 13F portfolio, value $196,000.

    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 23,323 shares
    Change vs previous 13F +17,623 shares

    0.1% of the 13F portfolio, value $4,541,000.

    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 5,700 shares
    Change vs previous 13F +2,789 shares

    0.03% of the 13F portfolio, value $877,000.

    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 2,911 shares
    Change vs previous 13F +2,911 shares

    0.02% of the 13F portfolio, value $424,000.

    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 0 shares
    Change vs previous 13F -1,498 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2019-12-31
    13F 1,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,000.

    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).