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Disclosery

Private Ocean, LLC: ESGE position timeline

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

Private Ocean, LLC held 475,784 ESGE 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 475,784 shares
    Change vs previous 13F +319,528 shares

    1.41% of the 13F portfolio, value $15,953,024.

    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 156,256 shares
    Change vs previous 13F -368,283 shares

    0.53% of the 13F portfolio, value $5,036,139.

    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 524,539 shares
    Change vs previous 13F +189,531 shares

    1.67% of the 13F portfolio, value $16,816,714.

    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 335,008 shares
    Change vs previous 13F -84,997 shares

    1.29% of the 13F portfolio, value $10,144,041.

    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 420,005 shares
    Change vs previous 13F -129,133 shares

    1.68% of the 13F portfolio, value $13,284,745.

    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 549,138 shares
    Change vs previous 13F -372,813 shares

    2.3% of the 13F portfolio, value $17,286,855.

    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 921,951 shares
    Change vs previous 13F +316,453 shares

    3.44% of the 13F portfolio, value $27,723,053.

    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 605,498 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $16,754,000.

    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).