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Disclosery

HoyleCohen, LLC: GS position timeline

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

HoyleCohen, LLC held 22,548 GS 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 22,548 shares
    Change vs previous 13F -165 shares

    0.77% of the 13F portfolio, value $10,199,080.

    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 22,713 shares
    Change vs previous 13F -563 shares

    0.72% of the 13F portfolio, value $9,487,029.

    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 23,276 shares
    Change vs previous 13F -427 shares

    0.73% of the 13F portfolio, value $8,978,972.

    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 23,703 shares
    Change vs previous 13F -461 shares

    0.71% of the 13F portfolio, value $7,669,459.

    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 24,164 shares
    Change vs previous 13F -99 shares

    0.69% of the 13F portfolio, value $7,793,765.

    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 24,263 shares
    Change vs previous 13F -284 shares

    0.74% of the 13F portfolio, value $7,936,627.

    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 24,547 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,428,960.

    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).