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Disclosery

Peninsula Wealth, LLC: USRT position timeline

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

Peninsula Wealth, LLC held 0 USRT shares at 2024-03-31 per its 13F-HR/A filed 2024-05-30.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F/A 0 shares
    Change vs previous 13F -7,258 shares

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 7,258 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $394,031.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 7,254 shares
    Change vs previous 13F +128 shares

    0.08% of the 13F portfolio, value $325,104.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 7,126 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $366,369.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 7,098 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $357,728.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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