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HoyleCohen, LLC: VO position timeline

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

HoyleCohen, LLC held 37,938 VO 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 37,938 shares
    Change vs previous 13F -276 shares

    0.69% of the 13F portfolio, value $9,184,791.

    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 38,214 shares
    Change vs previous 13F +97 shares

    0.73% of the 13F portfolio, value $9,548,152.

    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 38,117 shares
    Change vs previous 13F +3,203 shares

    0.72% of the 13F portfolio, value $8,867,427.

    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 34,914 shares
    Change vs previous 13F -888 shares

    0.67% of the 13F portfolio, value $7,270,521.

    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 35,802 shares
    Change vs previous 13F +1,651 shares

    0.7% of the 13F portfolio, value $7,882,207.

    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 34,151 shares
    Change vs previous 13F +6,319 shares

    0.67% of the 13F portfolio, value $7,203,175.

    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 27,832 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,672,524.

    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).