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HoyleCohen, LLC: ET position timeline

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

HoyleCohen, LLC held 18,278 ET 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 18,278 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $296,470.

    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 18,215 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $286,522.

    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 18,215 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $251,367.

    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 18,215 shares
    Change vs previous 13F -1,705 shares

    0.02% of the 13F portfolio, value $255,557.

    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 19,920 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $252,984.

    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 19,920 shares
    Change vs previous 13F -1,979 shares

    0.02% of the 13F portfolio, value $248,403.

    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 21,899 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $259,936.

    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).