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JOYN Advisors, Inc.: USRT position timeline

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

JOYN Advisors, Inc. held 455,404 USRT shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 455,404 shares
    Change vs previous 13F -19,944 shares

    5.94% of the 13F portfolio, value $17,838,000.

    13F-HR 0001765380-20-000039 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).

  2. period ended2019-12-31
    13F 475,348 shares
    Change vs previous 13F -17,221 shares

    5.56% of the 13F portfolio, value $25,949,000.

    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).

  3. period ended2019-09-30
    13F 492,569 shares
    Change vs previous 13F +20,154 shares

    6.04% of the 13F portfolio, value $27,362,000.

    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).

  4. period ended2019-06-30
    13F 472,415 shares
    Change vs previous 13F +107,783 shares

    5.51% of the 13F portfolio, value $24,485,000.

    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).

  5. period ended2019-03-31
    13F 364,632 shares
    Change vs previous 13F +27,064 shares

    4.34% of the 13F portfolio, value $18,859,000.

    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).

  6. period ended2018-12-31
    13F 337,568 shares
    Change vs previous 13F -81,763 shares

    3.43% of the 13F portfolio, value $15,140,000.

    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).

  7. period ended2018-09-30
    13F 419,331 shares
    Change vs previous 13F +21,245 shares

    3.81% of the 13F portfolio, value $20,287,000.

    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).

  8. period ended2018-06-30
    13F 398,086 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $19,566,000.

    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).