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HoyleCohen, LLC: VOO position timeline

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

HoyleCohen, LLC held 31,912 VOO 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 31,912 shares
    Change vs previous 13F +1,233 shares

    1.21% of the 13F portfolio, value $15,960,304.

    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 30,679 shares
    Change vs previous 13F +1,339 shares

    1.13% of the 13F portfolio, value $14,747,545.

    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 29,340 shares
    Change vs previous 13F +1,411 shares

    1.05% of the 13F portfolio, value $12,815,842.

    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 27,929 shares
    Change vs previous 13F +137 shares

    1.02% of the 13F portfolio, value $10,967,788.

    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 27,792 shares
    Change vs previous 13F +869 shares

    1% of the 13F portfolio, value $11,318,939.

    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 26,923 shares
    Change vs previous 13F +1,423 shares

    0.94% of the 13F portfolio, value $10,124,974.

    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 25,500 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,959,335.

    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).