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HoyleCohen, LLC: AMT position timeline

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

HoyleCohen, LLC held 19,444 AMT shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 19,444 shares
    Change vs previous 13F -5,054 shares

    0.29% of the 13F portfolio, value $3,779,495.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 24,498 shares
    Change vs previous 13F -1,211 shares

    0.37% of the 13F portfolio, value $4,840,634.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 25,709 shares
    Change vs previous 13F -379 shares

    0.45% of the 13F portfolio, value $5,550,053.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 26,088 shares
    Change vs previous 13F -158 shares

    0.4% of the 13F portfolio, value $4,290,091.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 26,246 shares
    Change vs previous 13F -422 shares

    0.45% of the 13F portfolio, value $5,090,200.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 26,668 shares
    Change vs previous 13F +244 shares

    0.51% of the 13F portfolio, value $5,449,356.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 26,424 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,598,189.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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