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Disclosery

Ensemble Capital Management, LLC: NOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ensemble Capital Management, LLC on NOW, newest first. How the timeline and the estimate are built.

Ensemble Capital Management, LLC held 57,289 NOW shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 57,289 shares
    Change vs previous 13F -32,509 shares

    4.34% of the 13F portfolio, value $51,238,709.

    13F-HR 0001941040-24-000498 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 89,798 shares
    Change vs previous 13F +12,286 shares

    5.5% of the 13F portfolio, value $70,641,393.

    13F-HR 0001941040-24-000376 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 77,512 shares
    Change vs previous 13F -7,187 shares

    4.96% of the 13F portfolio, value $59,095,149.

    13F-HR 0001941040-24-000250 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 84,699 shares
    Change vs previous 13F -17,835 shares

    5.33% of the 13F portfolio, value $59,838,997.

    13F-HR 0001941040-24-000113 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 102,534 shares
    Change vs previous 13F +6,161 shares

    5.92% of the 13F portfolio, value $57,312,405.

    13F-HR 0001941040-23-000344 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 96,373 shares
    Change vs previous 13F +14,729 shares

    5.23% of the 13F portfolio, value $54,158,735.

    13F-HR 0001941040-23-000208 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 81,644 shares
    Change vs previous 13F -4,337 shares

    3.93% of the 13F portfolio, value $37,941,600.

    13F-HR 0001941040-23-000142 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 85,981 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $33,383,843.

    13F-HR 0001941040-23-000077 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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