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Disclosery

Private Ocean, LLC: GWX position timeline

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

Private Ocean, LLC held 21,526 GWX 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 21,526 shares
    Change vs previous 13F +51 shares

    0.06% of the 13F portfolio, value $683,244.

    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 21,475 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $697,497.

    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 21,475 shares
    Change vs previous 13F -1,107 shares

    0.07% of the 13F portfolio, value $682,035.

    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 22,582 shares
    Change vs previous 13F -1,553 shares

    0.08% of the 13F portfolio, value $658,054.

    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 24,135 shares
    Change vs previous 13F -465 shares

    0.09% of the 13F portfolio, value $736,374.

    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 24,600 shares
    Change vs previous 13F -382 shares

    0.1% of the 13F portfolio, value $761,862.

    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 24,982 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $734,721.

    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 25,132 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $655,000.

    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).