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Disclosery

HoyleCohen, LLC: SCHG position timeline

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

HoyleCohen, LLC held 57,135 SCHG 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 57,135 shares
    Change vs previous 13F -3,636 shares

    0.44% of the 13F portfolio, value $5,761,477.

    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 60,771 shares
    Change vs previous 13F +4,226 shares

    0.43% of the 13F portfolio, value $5,634,672.

    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 56,545 shares
    Change vs previous 13F +540 shares

    0.38% of the 13F portfolio, value $4,690,996.

    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 56,005 shares
    Change vs previous 13F +8,332 shares

    0.38% of the 13F portfolio, value $4,072,676.

    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 47,673 shares
    Change vs previous 13F -634 shares

    0.32% of the 13F portfolio, value $3,573,072.

    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 48,307 shares
    Change vs previous 13F +2,410 shares

    0.29% of the 13F portfolio, value $3,148,151.

    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 45,897 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,550,017.

    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).