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Disclosery

Private Ocean, LLC: SCHA position timeline

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

Private Ocean, LLC held 780 SCHA 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 780 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $37,031.

    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 250 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $12,297.

    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 235 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $11,108.

    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 187 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $7,738.

    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 376 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $16,469.

    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 140 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $5,870.

    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 252 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,209.

    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 252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,000.

    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).