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Disclosery

JOYN Advisors, Inc.: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOYN Advisors, Inc. on SCHV, newest first. How the timeline and the estimate are built.

JOYN Advisors, Inc. held 0 SCHV shares at 2019-12-31 per its 13F-HR filed 2020-01-27.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 0 shares
    Change vs previous 13F -3,948 shares

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    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.

  2. period ended2019-09-30
    13F 3,948 shares
    Change vs previous 13F -71 shares

    0.05% of the 13F portfolio, value $224,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 4,019 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $218,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 4,019 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $220,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 4,019 shares
    Change vs previous 13F -112 shares

    0.04% of the 13F portfolio, value $198,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-09-30
    13F 4,131 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $232,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-06-30
    13F 4,175 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).