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FormulaFolio Investments, LLC: VBR position timeline

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

FormulaFolio Investments, LLC held 21,731 VBR 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 21,731 shares
    Change vs previous 13F -1,433 shares

    1.26% of the 13F portfolio, value $3,774,000.

    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 23,164 shares
    Change vs previous 13F -202,493 shares

    1.31% of the 13F portfolio, value $4,022,000.

    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 225,657 shares
    Change vs previous 13F +210,519 shares

    0.67% of the 13F portfolio, value $32,091,000.

    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 15,138 shares
    Change vs previous 13F +9,373 shares

    0.06% of the 13F portfolio, value $1,675,000.

    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 5,765 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $616,000.

    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 5,598 shares
    Change vs previous 13F -13,148 shares

    0.03% of the 13F portfolio, value $497,000.

    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 18,746 shares
    Change vs previous 13F +8,072 shares

    0.09% of the 13F portfolio, value $2,569,000.

    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 10,674 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,375,000.

    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).