Managers / Q2 2019 · view latest →
AdvicePeriod, LLC
CIK 0001634228 · 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067 · (424)281-3600
Reported Value
$1.1B
Q2 2019
Positions
81
Filings on Record
12
2019–present window
Filed
Jul 22, 2019
original filing
Summary
Adviceperiod, Llc reported $1.1B in U.S.-listed holdings across 81 positions for Q2 2019.
Its largest position, VEA, represents 16.6% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2021 | $1.5B | 96 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 93 | May 6, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2020 | $1.3B | 91 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 91 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $917M | 90 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $960M | 105 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.1B | 104 | Jan 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.1B | 102 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.1B | 81 | Jul 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.0B | 75 | May 3, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $884M | 75 | Jan 28, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.