Skip to content
Disclosery

Private Ocean, LLC: IWM position timeline

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

Private Ocean, LLC held 5,957 IWM 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 5,957 shares
    Change vs previous 13F +70 shares

    0.11% of the 13F portfolio, value $1,208,526.

    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 5,887 shares
    Change vs previous 13F -70 shares

    0.13% of the 13F portfolio, value $1,238,040.

    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 5,957 shares
    Change vs previous 13F +70 shares

    0.12% of the 13F portfolio, value $1,195,541.

    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 5,887 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,040,472.

    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 5,887 shares
    Change vs previous 13F -103 shares

    0.14% of the 13F portfolio, value $1,102,462.

    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 5,990 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $1,068,537.

    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 6,001 shares
    Change vs previous 13F -68 shares

    0.13% of the 13F portfolio, value $1,046,258.

    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 6,069 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,000,000.

    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).