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HoyleCohen, LLC: V position timeline

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

HoyleCohen, LLC held 63,185 V 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 63,185 shares
    Change vs previous 13F -3,798 shares

    1.25% of the 13F portfolio, value $16,584,261.

    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 66,983 shares
    Change vs previous 13F -3,019 shares

    1.43% of the 13F portfolio, value $18,693,673.

    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 70,002 shares
    Change vs previous 13F -348 shares

    1.49% of the 13F portfolio, value $18,224,926.

    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 70,350 shares
    Change vs previous 13F -5,477 shares

    1.5% of the 13F portfolio, value $16,181,411.

    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 75,827 shares
    Change vs previous 13F -3,451 shares

    1.59% of the 13F portfolio, value $18,007,487.

    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 79,278 shares
    Change vs previous 13F -2,570 shares

    1.67% of the 13F portfolio, value $17,873,975.

    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 81,848 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $17,004,776.

    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).