FormulaFolio Investments, LLC: WIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FormulaFolio Investments, LLC on WIP, newest first. How the timeline and the estimate are built.
FormulaFolio Investments, LLC held 6,908 WIP shares at 2021-06-30 per its 13F-HR filed 2021-07-28.
the latest 13F is the newest step
- period ended2021-06-3013F 6,908 sharesChange vs previous 13F +7 shares
0.13% of the 13F portfolio, value $390,000.
13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 6,901 sharesChange vs previous 13F -5,240 shares
0.13% of the 13F portfolio, value $393,000.
13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 12,141 sharesChange vs previous 13F -722 shares
0.01% of the 13F portfolio, value $713,000.
13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 12,863 sharesChange vs previous 13F -6,692 shares
0.03% of the 13F portfolio, value $698,000.
13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-06-3013F 19,555 sharesChange vs previous 13F -3,832 shares
0.04% of the 13F portfolio, value $1,027,000.
13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 23,387 sharesChange vs previous 13F -29,369 shares
0.06% of the 13F portfolio, value $1,141,000.
13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 52,756 sharesChange vs previous 13F +5,595 shares
0.1% of the 13F portfolio, value $2,907,000.
13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 47,161 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,580,000.
13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).