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Disclosery

HoyleCohen, LLC: SPG position timeline

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

HoyleCohen, LLC held 56,565 SPG 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 56,565 shares
    Change vs previous 13F -435 shares

    0.65% of the 13F portfolio, value $8,586,539.

    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 57,000 shares
    Change vs previous 13F +337 shares

    0.68% of the 13F portfolio, value $8,919,994.

    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 56,663 shares
    Change vs previous 13F +1,506 shares

    0.66% of the 13F portfolio, value $8,082,425.

    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 55,157 shares
    Change vs previous 13F +1,545 shares

    0.55% of the 13F portfolio, value $5,958,603.

    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 53,612 shares
    Change vs previous 13F +294 shares

    0.55% of the 13F portfolio, value $6,191,153.

    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 53,318 shares
    Change vs previous 13F +1,203 shares

    0.56% of the 13F portfolio, value $5,969,989.

    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 52,115 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,122,414.

    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).