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Disclosery

Private Ocean, LLC: SCHX position timeline

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

Private Ocean, LLC held 10,535 SCHX 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 10,535 shares
    Change vs previous 13F +7,813 shares

    0.06% of the 13F portfolio, value $676,856.

    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 2,722 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $168,910.

    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 2,715 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $153,112.

    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 2,706 shares
    Change vs previous 13F -295 shares

    0.02% of the 13F portfolio, value $136,911.

    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 3,001 shares
    Change vs previous 13F +2,489 shares

    0.02% of the 13F portfolio, value $157,186.

    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 512 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,765.

    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 512 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,117.

    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).