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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

  1. period ended2024-06-30
    13F 88,207 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 92,688 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 93,232 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 98,791 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 99,177 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 106,541 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 104,636 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).