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Disclosery

Spruce Investment Advisors LLC: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spruce Investment Advisors LLC on VFH, newest first. How the timeline and the estimate are built.

Spruce Investment Advisors LLC held 29,631 VFH shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 29,631 shares
    Change vs previous 13F -3,573 shares

    4.28% of the 13F portfolio, value $2,075,000.

    13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-09-30
    13F 33,204 shares
    Change vs previous 13F -878 shares

    4.19% of the 13F portfolio, value $2,170,000.

    13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-06-30
    13F 34,082 shares
    Change vs previous 13F -1,782 shares

    3.77% of the 13F portfolio, value $2,132,000.

    13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-03-31
    13F 35,864 shares
    Change vs previous 13F -10,924 shares

    2.5% of the 13F portfolio, value $2,169,000.

    13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-12-31
    13F 46,788 shares
    Change vs previous 13F -43,716 shares

    2.16% of the 13F portfolio, value $2,777,000.

    13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-09-30
    13F 90,504 shares
    Change vs previous 13F -15,732 shares

    2.81% of the 13F portfolio, value $4,467,000.

    13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-06-30
    13F 106,236 shares
    Change vs previous 13F -78,341 shares

    2.86% of the 13F portfolio, value $5,031,000.

    13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-03-31
    13F 184,577 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $8,557,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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