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Disclosery

Private Ocean, LLC: DFUV position timeline

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

Private Ocean, LLC held 214,101 DFUV 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 214,101 shares
    Change vs previous 13F -2,687 shares

    0.74% of the 13F portfolio, value $8,407,749.

    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 216,788 shares
    Change vs previous 13F -8,248 shares

    0.94% of the 13F portfolio, value $8,866,642.

    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 225,036 shares
    Change vs previous 13F -1,213 shares

    0.83% of the 13F portfolio, value $8,375,854.

    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 226,249 shares
    Change vs previous 13F +21 shares

    0.98% of the 13F portfolio, value $7,697,003.

    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 226,228 shares
    Change vs previous 13F -15,828 shares

    0.99% of the 13F portfolio, value $7,804,872.

    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 242,056 shares
    Change vs previous 13F -6,336 shares

    1.08% of the 13F portfolio, value $8,104,042.

    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 248,392 shares
    Change vs previous 13F -1,231 shares

    1.03% of the 13F portfolio, value $8,316,154.

    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 249,623 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,391,000.

    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).