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Disclosery

Private Ocean, LLC: IWB position timeline

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

Private Ocean, LLC held 60,794 IWB 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 60,794 shares
    Change vs previous 13F -104 shares

    1.6% of the 13F portfolio, value $18,088,553.

    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 60,898 shares
    Change vs previous 13F -17 shares

    1.86% of the 13F portfolio, value $17,540,457.

    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 60,915 shares
    Change vs previous 13F -149 shares

    1.59% of the 13F portfolio, value $15,975,587.

    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 61,064 shares
    Change vs previous 13F -131 shares

    1.82% of the 13F portfolio, value $14,344,498.

    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 61,195 shares
    Change vs previous 13F -53 shares

    1.89% of the 13F portfolio, value $14,915,622.

    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 61,248 shares
    Change vs previous 13F +2 shares

    1.83% of the 13F portfolio, value $13,794,799.

    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 61,246 shares
    Change vs previous 13F -2,260 shares

    1.6% of the 13F portfolio, value $12,893,478.

    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 63,506 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $12,531,000.

    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).