HoyleCohen, LLC: CGMS position timeline

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

HoyleCohen, LLC held 40,138 CGMS 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 40,138 shares
Change vs previous 13F -717 shares
0.08% of the 13F portfolio, value $1,080,515.
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).
period ended2024-03-31
13F 40,855 shares
Change vs previous 13F -22,959 shares
0.08% of the 13F portfolio, value $1,104,721.
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 63,814 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $1,722,341.
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).