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Disclosery

Private Ocean, LLC: IJR position timeline

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

Private Ocean, LLC held 30,788 IJR 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 30,788 shares
    Change vs previous 13F +13,028 shares

    0.29% of the 13F portfolio, value $3,283,856.

    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 17,760 shares
    Change vs previous 13F -2,388 shares

    0.21% of the 13F portfolio, value $1,962,822.

    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 20,148 shares
    Change vs previous 13F +804 shares

    0.22% of the 13F portfolio, value $2,180,990.

    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 19,344 shares
    Change vs previous 13F -157 shares

    0.23% of the 13F portfolio, value $1,824,688.

    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 19,501 shares
    Change vs previous 13F +280 shares

    0.25% of the 13F portfolio, value $1,943,242.

    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 19,221 shares
    Change vs previous 13F -28 shares

    0.25% of the 13F portfolio, value $1,858,695.

    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 19,249 shares
    Change vs previous 13F +34 shares

    0.23% of the 13F portfolio, value $1,821,725.

    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 19,215 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,675,000.

    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).