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HoyleCohen, LLC: MDY position timeline

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

HoyleCohen, LLC held 4,587 MDY 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 4,587 shares
    Change vs previous 13F -8 shares

    0.19% of the 13F portfolio, value $2,454,616.

    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 4,595 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $2,556,761.

    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 4,587 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $2,327,248.

    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 4,581 shares
    Change vs previous 13F -261 shares

    0.19% of the 13F portfolio, value $2,092,063.

    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 4,842 shares
    Change vs previous 13F -701 shares

    0.2% of the 13F portfolio, value $2,318,937.

    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 5,543 shares
    Change vs previous 13F -266 shares

    0.24% of the 13F portfolio, value $2,540,897.

    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 5,809 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,572,388.

    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).