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Disclosery

Private Ocean, LLC: SCHW position timeline

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

Private Ocean, LLC held 8,746 SCHW 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 8,746 shares
    Change vs previous 13F +1,809 shares

    0.06% of the 13F portfolio, value $644,472.

    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 6,937 shares
    Change vs previous 13F -2,206 shares

    0.05% of the 13F portfolio, value $501,823.

    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 9,143 shares
    Change vs previous 13F +2,397 shares

    0.06% of the 13F portfolio, value $629,012.

    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 6,746 shares
    Change vs previous 13F -167 shares

    0.05% of the 13F portfolio, value $370,355.

    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 6,913 shares
    Change vs previous 13F -2,417 shares

    0.05% of the 13F portfolio, value $391,829.

    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 9,330 shares
    Change vs previous 13F -4,923 shares

    0.06% of the 13F portfolio, value $488,730.

    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 14,253 shares
    Change vs previous 13F +1,962 shares

    0.15% of the 13F portfolio, value $1,186,676.

    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 12,291 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $883,000.

    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).