HoyleCohen, LLC: ACWI position timeline

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

HoyleCohen, LLC held 0 ACWI shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -3,611 shares
13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
Filed 2024-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 3,611 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $397,680.
13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 3,611 shares
Change vs previous 13F -180 shares
0.03% of the 13F portfolio, value $367,492.
13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 3,791 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $350,175.
13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
Filed 2023-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 3,791 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $363,709.
13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 3,791 shares
Change vs previous 13F -1,034 shares
0.03% of the 13F portfolio, value $345,588.
13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
Filed 2023-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 4,825 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $409,546.
13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).