HoyleCohen, LLC: VBR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HoyleCohen, LLC on VBR, newest first. How the timeline and the estimate are built.
HoyleCohen, LLC held 38,765 VBR shares at 2024-06-30 per its 13F-HR filed 2024-07-19.
the latest 13F is the newest step
- period ended2024-06-3013F 38,765 sharesChange vs previous 13F -93 shares
0.54% of the 13F portfolio, value $7,075,332.
13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 38,858 sharesChange vs previous 13F -823 shares
0.57% of the 13F portfolio, value $7,456,034.
13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 39,681 sharesChange vs previous 13F +1,214 shares
0.58% of the 13F portfolio, value $7,141,413.
13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 38,467 sharesChange vs previous 13F +1,795 shares
0.57% of the 13F portfolio, value $6,135,157.
13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 36,672 sharesChange vs previous 13F -871 shares
0.54% of the 13F portfolio, value $6,065,609.
13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 37,543 sharesChange vs previous 13F +2,244 shares
0.56% of the 13F portfolio, value $5,960,362.
13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 35,299 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $5,605,485.
13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).