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Disclosery

Private Ocean, LLC: EFA position timeline

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

Private Ocean, LLC held 24,655 EFA 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 24,655 shares
    Change vs previous 13F +964 shares

    0.17% of the 13F portfolio, value $1,931,207.

    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 23,691 shares
    Change vs previous 13F -1,492 shares

    0.2% of the 13F portfolio, value $1,891,945.

    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 25,183 shares
    Change vs previous 13F +472 shares

    0.19% of the 13F portfolio, value $1,897,565.

    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 24,711 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $1,703,061.

    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 24,786 shares
    Change vs previous 13F -10,186 shares

    0.23% of the 13F portfolio, value $1,796,963.

    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 34,972 shares
    Change vs previous 13F -305 shares

    0.33% of the 13F portfolio, value $2,501,198.

    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 35,277 shares
    Change vs previous 13F +1,280 shares

    0.29% of the 13F portfolio, value $2,315,518.

    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 33,997 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,904,000.

    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).