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Disclosery

Private Ocean, LLC: MUB position timeline

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

Private Ocean, LLC held 73,829 MUB 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 73,829 shares
    Change vs previous 13F -2,585 shares

    0.69% of the 13F portfolio, value $7,866,480.

    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 76,414 shares
    Change vs previous 13F -12,853 shares

    0.87% of the 13F portfolio, value $8,222,146.

    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 89,267 shares
    Change vs previous 13F -24,107 shares

    0.96% of the 13F portfolio, value $9,677,435.

    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 113,374 shares
    Change vs previous 13F -4,762 shares

    1.48% of the 13F portfolio, value $11,625,328.

    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 118,136 shares
    Change vs previous 13F -16,445 shares

    1.6% of the 13F portfolio, value $12,608,602.

    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 134,581 shares
    Change vs previous 13F -7,576 shares

    1.93% of the 13F portfolio, value $14,499,772.

    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 142,157 shares
    Change vs previous 13F +75,478 shares

    1.86% of the 13F portfolio, value $15,000,379.

    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 66,679 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,839,000.

    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).