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Spruce Investment Advisors LLC: VPU position timeline

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

Spruce Investment Advisors LLC held 18,171 VPU 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 18,171 shares
    Change vs previous 13F -1,558 shares

    4.37% of the 13F portfolio, value $2,119,000.

    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 19,729 shares
    Change vs previous 13F +12,829 shares

    4.45% of the 13F portfolio, value $2,304,000.

    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 6,900 shares
    Change vs previous 13F -10,607 shares

    1.39% of the 13F portfolio, value $788,000.

    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 17,507 shares
    Change vs previous 13F +11,390 shares

    2.27% of the 13F portfolio, value $1,972,000.

    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 6,117 shares
    Change vs previous 13F -2,265 shares

    0.51% of the 13F portfolio, value $655,000.

    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 8,382 shares
    Change vs previous 13F -1,592 shares

    0.56% of the 13F portfolio, value $897,000.

    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 9,974 shares
    Change vs previous 13F -7,657 shares

    0.65% of the 13F portfolio, value $1,142,000.

    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 17,631 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,896,000.

    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).