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Disclosery

HoyleCohen, LLC: VB position timeline

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

HoyleCohen, LLC held 37,116 VB 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 37,116 shares
    Change vs previous 13F -685 shares

    0.61% of the 13F portfolio, value $8,092,753.

    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 37,801 shares
    Change vs previous 13F -32 shares

    0.66% of the 13F portfolio, value $8,640,910.

    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 37,833 shares
    Change vs previous 13F +3,565 shares

    0.66% of the 13F portfolio, value $8,070,870.

    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 34,268 shares
    Change vs previous 13F -7,053 shares

    0.6% of the 13F portfolio, value $6,478,977.

    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 41,321 shares
    Change vs previous 13F -2,486 shares

    0.73% of the 13F portfolio, value $8,218,430.

    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 43,807 shares
    Change vs previous 13F -973 shares

    0.77% of the 13F portfolio, value $8,304,126.

    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 44,780 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,218,974.

    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).