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Disclosery

Private Ocean, LLC: IWV position timeline

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

Private Ocean, LLC held 614 IWV 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 614 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $189,414.

    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 614 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $184,142.

    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 614 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $167,979.

    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 614 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $150,380.

    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 614 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $156,160.

    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 633 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $148,994.

    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 633 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $139,672.

    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 738 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $152,000.

    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).