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Disclosery

Private Ocean, LLC: DFGR position timeline

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

Private Ocean, LLC held 2,180,268 DFGR 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 2,180,268 shares
    Change vs previous 13F +148,841 shares

    4.81% of the 13F portfolio, value $54,484,899.

    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 2,031,427 shares
    Change vs previous 13F +175,815 shares

    5.5% of the 13F portfolio, value $51,862,331.

    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 1,855,612 shares
    Change vs previous 13F +611,730 shares

    4.79% of the 13F portfolio, value $48,208,802.

    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 1,243,882 shares
    Change vs previous 13F +519,643 shares

    3.54% of the 13F portfolio, value $27,875,404.

    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 724,239 shares
    Change vs previous 13F +604,432 shares

    2.24% of the 13F portfolio, value $17,664,197.

    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 119,807 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,941,255.

    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).