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Disclosery

Private Ocean, LLC: DFAS position timeline

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

Private Ocean, LLC held 28,756 DFAS 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 28,756 shares
    Change vs previous 13F -3,632 shares

    0.15% of the 13F portfolio, value $1,727,663.

    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 32,388 shares
    Change vs previous 13F -2,779 shares

    0.21% of the 13F portfolio, value $2,019,037.

    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 35,167 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $2,096,629.

    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 35,163 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $1,845,708.

    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 35,159 shares
    Change vs previous 13F +1,119 shares

    0.24% of the 13F portfolio, value $1,926,728.

    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 34,040 shares
    Change vs previous 13F -4,849 shares

    0.24% of the 13F portfolio, value $1,793,889.

    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 38,889 shares
    Change vs previous 13F -1,177 shares

    0.25% of the 13F portfolio, value $1,989,139.

    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 40,066 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,863,000.

    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).