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Disclosery

HoyleCohen, LLC: DGX position timeline

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

HoyleCohen, LLC held 27,275 DGX 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 27,275 shares
    Change vs previous 13F -1,961 shares

    0.28% of the 13F portfolio, value $3,733,460.

    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 29,236 shares
    Change vs previous 13F +594 shares

    0.3% of the 13F portfolio, value $3,891,653.

    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 28,642 shares
    Change vs previous 13F -978 shares

    0.32% of the 13F portfolio, value $3,949,201.

    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 29,620 shares
    Change vs previous 13F -475 shares

    0.33% of the 13F portfolio, value $3,609,524.

    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 30,095 shares
    Change vs previous 13F -1,700 shares

    0.37% of the 13F portfolio, value $4,230,180.

    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 31,795 shares
    Change vs previous 13F -80 shares

    0.42% of the 13F portfolio, value $4,498,377.

    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 31,875 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,986,540.

    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).