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Disclosery

Private Ocean, LLC: DFIV position timeline

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

Private Ocean, LLC held 77,702 DFIV 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 77,702 shares
    Change vs previous 13F -2,590 shares

    0.25% of the 13F portfolio, value $2,792,619.

    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 80,292 shares
    Change vs previous 13F -741 shares

    0.31% of the 13F portfolio, value $2,950,746.

    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 81,033 shares
    Change vs previous 13F -1,096 shares

    0.28% of the 13F portfolio, value $2,784,289.

    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 82,129 shares
    Change vs previous 13F -1,552 shares

    0.34% of the 13F portfolio, value $2,679,058.

    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 83,681 shares
    Change vs previous 13F +2,620 shares

    0.35% of the 13F portfolio, value $2,748,930.

    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 81,061 shares
    Change vs previous 13F +6 shares

    0.35% of the 13F portfolio, value $2,612,592.

    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 81,055 shares
    Change vs previous 13F -584 shares

    0.31% of the 13F portfolio, value $2,464,052.

    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 81,639 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,103,000.

    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).