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HoyleCohen, LLC: VZ position timeline

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

HoyleCohen, LLC held 31,444 VZ 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 31,444 shares
    Change vs previous 13F -157,942 shares

    0.1% of the 13F portfolio, value $1,296,763.

    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 189,386 shares
    Change vs previous 13F -19,533 shares

    0.61% of the 13F portfolio, value $7,946,625.

    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 208,919 shares
    Change vs previous 13F -14,428 shares

    0.64% of the 13F portfolio, value $7,876,271.

    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 223,347 shares
    Change vs previous 13F -5,992 shares

    0.67% of the 13F portfolio, value $7,238,670.

    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 229,339 shares
    Change vs previous 13F -14,682 shares

    0.75% of the 13F portfolio, value $8,529,126.

    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 244,021 shares
    Change vs previous 13F +9,106 shares

    0.89% of the 13F portfolio, value $9,489,963.

    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 234,915 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,255,639.

    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).