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HoyleCohen, LLC: STM position timeline

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

HoyleCohen, LLC held 36,585 STM 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 36,585 shares
    Change vs previous 13F -725 shares

    0.11% of the 13F portfolio, value $1,437,059.

    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 37,310 shares
    Change vs previous 13F -775 shares

    0.12% of the 13F portfolio, value $1,613,286.

    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 38,085 shares
    Change vs previous 13F -230 shares

    0.16% of the 13F portfolio, value $1,909,202.

    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 38,315 shares
    Change vs previous 13F +180 shares

    0.15% of the 13F portfolio, value $1,653,676.

    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 38,135 shares
    Change vs previous 13F -1,125 shares

    0.17% of the 13F portfolio, value $1,906,369.

    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 39,260 shares
    Change vs previous 13F +3,635 shares

    0.2% of the 13F portfolio, value $2,100,018.

    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 35,625 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,267,181.

    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).