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Disclosery

Private Ocean, LLC: IVV position timeline

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

Private Ocean, LLC held 49,172 IVV 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 49,172 shares
    Change vs previous 13F +24,312 shares

    2.37% of the 13F portfolio, value $26,908,416.

    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 24,860 shares
    Change vs previous 13F -7,195 shares

    1.39% of the 13F portfolio, value $13,069,611.

    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 32,055 shares
    Change vs previous 13F +10,915 shares

    1.52% of the 13F portfolio, value $15,310,578.

    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 21,140 shares
    Change vs previous 13F +2,387 shares

    1.15% of the 13F portfolio, value $9,078,325.

    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 18,753 shares
    Change vs previous 13F -344 shares

    1.06% of the 13F portfolio, value $8,358,581.

    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 19,097 shares
    Change vs previous 13F +24 shares

    1.04% of the 13F portfolio, value $7,850,356.

    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 19,073 shares
    Change vs previous 13F +2,490 shares

    0.91% of the 13F portfolio, value $7,327,915.

    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 16,583 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,947,000.

    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).