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Disclosery

Private Ocean, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Ocean, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Private Ocean, LLC held 4,319 BRK-B shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 4,319 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $1,756,969.

    13F-HR 0001601742-24-000003 filed by Private Ocean, 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 4,229 shares
    Change vs previous 13F -70 shares

    0.19% of the 13F portfolio, value $1,778,379.

    13F-HR 0001601742-24-000002 filed by Private Ocean, 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 4,299 shares
    Change vs previous 13F +38 shares

    0.15% of the 13F portfolio, value $1,533,281.

    13F-HR 0001601742-24-000001 filed by Private Ocean, 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 4,261 shares
    Change vs previous 13F -38 shares

    0.19% of the 13F portfolio, value $1,492,628.

    13F-HR 0001601742-23-000005 filed by Private Ocean, 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 4,299 shares
    Change vs previous 13F -153 shares

    0.19% of the 13F portfolio, value $1,465,959.

    13F-HR 0001601742-23-000004 filed by Private Ocean, 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 4,452 shares
    Change vs previous 13F +18 shares

    0.18% of the 13F portfolio, value $1,374,644.

    13F-HR 0001601742-23-000002 filed by Private Ocean, 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 4,434 shares
    Change vs previous 13F -61 shares

    0.17% of the 13F portfolio, value $1,369,663.

    13F-HR 0001601742-23-000001 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 4,495 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,200,000.

    13F-HR 0001601742-22-000006 filed by Private Ocean, LLC
    Filed (acceptance time not in the bulk data set), ingested

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