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FormulaFolio Investments, LLC: VOT position timeline

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

FormulaFolio Investments, LLC held 10,601 VOT 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 10,601 shares
    Change vs previous 13F -667 shares

    0.84% of the 13F portfolio, value $2,506,000.

    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 11,268 shares
    Change vs previous 13F -146,889 shares

    0.79% of the 13F portfolio, value $2,443,000.

    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 158,157 shares
    Change vs previous 13F +33,294 shares

    0.7% of the 13F portfolio, value $33,540,000.

    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 124,863 shares
    Change vs previous 13F +71,404 shares

    0.87% of the 13F portfolio, value $22,493,000.

    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 53,459 shares
    Change vs previous 13F +42,502 shares

    0.36% of the 13F portfolio, value $8,825,000.

    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 10,957 shares
    Change vs previous 13F -11,232 shares

    0.07% of the 13F portfolio, value $1,388,000.

    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 22,189 shares
    Change vs previous 13F +9,522 shares

    0.13% of the 13F portfolio, value $3,523,000.

    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 12,667 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,876,000.

    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).