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Disclosery

Private Ocean, LLC: IWD position timeline

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

Private Ocean, LLC held 16,562 IWD 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 16,562 shares
    Change vs previous 13F -13 shares

    0.25% of the 13F portfolio, value $2,889,508.

    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 16,575 shares
    Change vs previous 13F +6 shares

    0.31% of the 13F portfolio, value $2,968,663.

    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 16,569 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $2,738,048.

    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 16,554 shares
    Change vs previous 13F -12 shares

    0.32% of the 13F portfolio, value $2,513,183.

    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 16,566 shares
    Change vs previous 13F +5 shares

    0.33% of the 13F portfolio, value $2,614,564.

    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 16,561 shares
    Change vs previous 13F -110 shares

    0.34% of the 13F portfolio, value $2,521,538.

    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 16,671 shares
    Change vs previous 13F -318 shares

    0.31% of the 13F portfolio, value $2,528,083.

    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 16,989 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,310,000.

    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).