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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

  1. period ended2024-06-30
    13F 38,765 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 38,858 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 39,681 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 38,467 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 36,672 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 37,543 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 35,299 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).