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HoyleCohen, LLC: VXUS position timeline

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

HoyleCohen, LLC held 118,466 VXUS 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 118,466 shares
    Change vs previous 13F -3,188 shares

    0.54% of the 13F portfolio, value $7,143,479.

    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 121,654 shares
    Change vs previous 13F -55 shares

    0.56% of the 13F portfolio, value $7,335,737.

    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 121,709 shares
    Change vs previous 13F +116 shares

    0.58% of the 13F portfolio, value $7,054,238.

    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 121,593 shares
    Change vs previous 13F +4,482 shares

    0.6% of the 13F portfolio, value $6,507,674.

    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 117,111 shares
    Change vs previous 13F +6,356 shares

    0.58% of the 13F portfolio, value $6,567,582.

    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 110,755 shares
    Change vs previous 13F +7,803 shares

    0.57% of the 13F portfolio, value $6,114,811.

    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 102,952 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,324,701.

    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).