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Disclosery

HoyleCohen, LLC: DE position timeline

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

HoyleCohen, LLC held 4,510 DE 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 4,510 shares
    Change vs previous 13F -170 shares

    0.13% of the 13F portfolio, value $1,685,001.

    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 4,680 shares
    Change vs previous 13F +120 shares

    0.15% of the 13F portfolio, value $1,922,132.

    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 4,560 shares
    Change vs previous 13F -164 shares

    0.15% of the 13F portfolio, value $1,823,224.

    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 4,724 shares
    Change vs previous 13F -55 shares

    0.17% of the 13F portfolio, value $1,782,897.

    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 4,779 shares
    Change vs previous 13F +391 shares

    0.17% of the 13F portfolio, value $1,936,526.

    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 4,388 shares
    Change vs previous 13F +94 shares

    0.17% of the 13F portfolio, value $1,811,817.

    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 4,294 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,841,176.

    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).