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Disclosery

HoyleCohen, LLC: XLV position timeline

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

HoyleCohen, LLC held 15,023 XLV 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 15,023 shares
    Change vs previous 13F -830 shares

    0.17% of the 13F portfolio, value $2,189,603.

    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 15,853 shares
    Change vs previous 13F +61 shares

    0.18% of the 13F portfolio, value $2,341,964.

    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 15,792 shares
    Change vs previous 13F +1,938 shares

    0.18% of the 13F portfolio, value $2,153,714.

    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 13,854 shares
    Change vs previous 13F +1,515 shares

    0.17% of the 13F portfolio, value $1,783,565.

    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 12,339 shares
    Change vs previous 13F +675 shares

    0.14% of the 13F portfolio, value $1,637,756.

    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 11,664 shares
    Change vs previous 13F +1,030 shares

    0.14% of the 13F portfolio, value $1,510,022.

    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 10,634 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,444,629.

    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).