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HoyleCohen, LLC: SCHH position timeline

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

HoyleCohen, LLC held 15,680 SCHH 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 15,680 shares
    Change vs previous 13F -1,538 shares

    0.02% of the 13F portfolio, value $313,128.

    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 17,218 shares
    Change vs previous 13F -4,527 shares

    0.03% of the 13F portfolio, value $349,536.

    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 21,745 shares
    Change vs previous 13F -4,995 shares

    0.04% of the 13F portfolio, value $450,346.

    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 26,740 shares
    Change vs previous 13F +1,069 shares

    0.04% of the 13F portfolio, value $474,629.

    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 25,671 shares
    Change vs previous 13F -8,101 shares

    0.04% of the 13F portfolio, value $501,363.

    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 33,772 shares
    Change vs previous 13F -6,322 shares

    0.06% of the 13F portfolio, value $658,546.

    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 40,094 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $773,414.

    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).