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HoyleCohen, LLC: HD position timeline

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

HoyleCohen, LLC held 10,684 HD 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 10,684 shares
    Change vs previous 13F -513 shares

    0.28% of the 13F portfolio, value $3,677,795.

    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 11,197 shares
    Change vs previous 13F -8 shares

    0.33% of the 13F portfolio, value $4,295,290.

    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 11,205 shares
    Change vs previous 13F +854 shares

    0.32% of the 13F portfolio, value $3,883,050.

    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 10,351 shares
    Change vs previous 13F +358 shares

    0.29% of the 13F portfolio, value $3,127,620.

    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 9,993 shares
    Change vs previous 13F -228 shares

    0.27% of the 13F portfolio, value $3,104,311.

    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 10,221 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $3,016,351.

    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 10,287 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,249,352.

    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).