HoyleCohen, LLC: WPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HoyleCohen, LLC on WPC, newest first. How the timeline and the estimate are built.
HoyleCohen, LLC held 88,207 WPC shares at 2024-06-30 per its 13F-HR filed 2024-07-19.
the latest 13F is the newest step
- period ended2024-06-3013F 88,207 sharesChange vs previous 13F -4,481 shares
0.37% of the 13F portfolio, value $4,855,786.
13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 92,688 sharesChange vs previous 13F -544 shares
0.4% of the 13F portfolio, value $5,231,292.
13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 93,232 sharesChange vs previous 13F -5,559 shares
0.49% of the 13F portfolio, value $6,042,336.
13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 98,791 sharesChange vs previous 13F -386 shares
0.5% of the 13F portfolio, value $5,342,618.
13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 99,177 sharesChange vs previous 13F -7,364 shares
0.59% of the 13F portfolio, value $6,700,399.
13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 106,541 sharesChange vs previous 13F +1,905 shares
0.77% of the 13F portfolio, value $8,251,601.
13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 104,636 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $8,177,303.
13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).