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Disclosery

Private Ocean, LLC: DLS position timeline

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

Private Ocean, LLC held 3,984 DLS 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 3,984 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $252,770.

    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 3,970 shares
    Change vs previous 13F -114 shares

    0.03% of the 13F portfolio, value $258,891.

    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 4,084 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $260,716.

    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 4,565 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $262,351.

    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 4,559 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $271,060.

    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 4,543 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $276,840.

    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 4,535 shares
    Change vs previous 13F -399 shares

    0.03% of the 13F portfolio, value $262,849.

    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 4,934 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $253,000.

    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).