Skip to content
Disclosery

HoyleCohen, LLC: XLK position timeline

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

HoyleCohen, LLC held 23,136 XLK 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 23,136 shares
    Change vs previous 13F +42 shares

    0.4% of the 13F portfolio, value $5,234,125.

    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 23,094 shares
    Change vs previous 13F +339 shares

    0.37% of the 13F portfolio, value $4,809,818.

    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 22,755 shares
    Change vs previous 13F +1,261 shares

    0.36% of the 13F portfolio, value $4,379,885.

    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 21,494 shares
    Change vs previous 13F +1,380 shares

    0.33% of the 13F portfolio, value $3,523,483.

    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 20,114 shares
    Change vs previous 13F -123 shares

    0.31% of the 13F portfolio, value $3,496,965.

    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 20,237 shares
    Change vs previous 13F +824 shares

    0.29% of the 13F portfolio, value $3,055,915.

    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 19,413 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,415,793.

    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).