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Disclosery

HoyleCohen, LLC: XYL position timeline

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

HoyleCohen, LLC held 34,877 XYL 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 34,877 shares
    Change vs previous 13F -1,012 shares

    0.36% of the 13F portfolio, value $4,730,368.

    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 35,889 shares
    Change vs previous 13F +5,232 shares

    0.35% of the 13F portfolio, value $4,638,295.

    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 30,657 shares
    Change vs previous 13F -1,951 shares

    0.29% of the 13F portfolio, value $3,505,935.

    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 32,608 shares
    Change vs previous 13F -1,315 shares

    0.28% of the 13F portfolio, value $2,968,307.

    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 33,923 shares
    Change vs previous 13F -1,810 shares

    0.34% of the 13F portfolio, value $3,820,409.

    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 35,733 shares
    Change vs previous 13F -170 shares

    0.35% of the 13F portfolio, value $3,741,246.

    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 35,903 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,969,795.

    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).