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Disclosery

HoyleCohen, LLC: SCHD position timeline

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

HoyleCohen, LLC held 60,081 SCHD 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 60,081 shares
    Change vs previous 13F -288 shares

    0.35% of the 13F portfolio, value $4,671,930.

    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 60,369 shares
    Change vs previous 13F +4,345 shares

    0.37% of the 13F portfolio, value $4,867,586.

    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 56,024 shares
    Change vs previous 13F +574 shares

    0.35% of the 13F portfolio, value $4,265,070.

    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 55,450 shares
    Change vs previous 13F +6,531 shares

    0.36% of the 13F portfolio, value $3,923,676.

    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 48,919 shares
    Change vs previous 13F +3,870 shares

    0.31% of the 13F portfolio, value $3,552,468.

    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 45,049 shares
    Change vs previous 13F +2,985 shares

    0.31% of the 13F portfolio, value $3,295,750.

    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 42,064 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,177,530.

    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).