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Disclosery

Private Ocean, LLC: IUSB position timeline

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

Private Ocean, LLC held 2,937,092 IUSB 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 2,937,092 shares
    Change vs previous 13F +179,691 shares

    11.72% of the 13F portfolio, value $132,815,316.

    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 2,757,401 shares
    Change vs previous 13F +297,225 shares

    13.32% of the 13F portfolio, value $125,709,913.

    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 2,460,176 shares
    Change vs previous 13F +827,817 shares

    11.26% of the 13F portfolio, value $113,340,308.

    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 1,632,359 shares
    Change vs previous 13F +775,089 shares

    9.06% of the 13F portfolio, value $71,358,568.

    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 857,270 shares
    Change vs previous 13F +666,730 shares

    4.94% of the 13F portfolio, value $38,980,082.

    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 190,540 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $8,793,421.

    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).