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HoyleCohen, LLC: DOC position timeline

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

HoyleCohen, LLC held 33,606 DOC 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 33,606 shares
    Change vs previous 13F -2,363 shares

    0.05% of the 13F portfolio, value $658,674.

    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 35,969 shares
    Change vs previous 13F -3,040 shares

    0.05% of the 13F portfolio, value $674,424.

    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 39,009 shares
    Change vs previous 13F -13,197 shares

    0.06% of the 13F portfolio, value $772,386.

    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 52,206 shares
    Change vs previous 13F -4,540 shares

    0.09% of the 13F portfolio, value $958,499.

    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 56,746 shares
    Change vs previous 13F -6,192 shares

    0.1% of the 13F portfolio, value $1,140,594.

    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 62,938 shares
    Change vs previous 13F -10,519 shares

    0.13% of the 13F portfolio, value $1,382,753.

    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 73,457 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,841,570.

    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).