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Disclosery

HoyleCohen, LLC: VT position timeline

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

HoyleCohen, LLC held 62,590 VT 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 62,590 shares
    Change vs previous 13F -270 shares

    0.53% of the 13F portfolio, value $7,049,513.

    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 62,860 shares
    Change vs previous 13F +2,481 shares

    0.53% of the 13F portfolio, value $6,946,066.

    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 60,379 shares
    Change vs previous 13F +2,883 shares

    0.51% of the 13F portfolio, value $6,211,810.

    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 57,496 shares
    Change vs previous 13F -444 shares

    0.5% of the 13F portfolio, value $5,357,458.

    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 57,940 shares
    Change vs previous 13F +292 shares

    0.5% of the 13F portfolio, value $5,619,019.

    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 57,648 shares
    Change vs previous 13F -598 shares

    0.5% of the 13F portfolio, value $5,308,768.

    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 58,246 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,020,261.

    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).