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Private Ocean, LLC: SCHD position timeline

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

Private Ocean, LLC held 64,691 SCHD 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 64,691 shares
    Change vs previous 13F +31,395 shares

    0.44% of the 13F portfolio, value $5,030,377.

    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 33,296 shares
    Change vs previous 13F +7,531 shares

    0.28% of the 13F portfolio, value $2,684,666.

    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 25,765 shares
    Change vs previous 13F -2,442 shares

    0.19% of the 13F portfolio, value $1,961,502.

    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 28,207 shares
    Change vs previous 13F +6,451 shares

    0.25% of the 13F portfolio, value $1,995,898.

    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 21,756 shares
    Change vs previous 13F +13,825 shares

    0.2% of the 13F portfolio, value $1,579,925.

    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 7,931 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $580,207.

    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 7,899 shares
    Change vs previous 13F -2,118 shares

    0.07% of the 13F portfolio, value $596,651.

    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 10,017 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $665,000.

    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).