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Disclosery

Private Ocean, LLC: SHM position timeline

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

Private Ocean, LLC held 2,046 SHM 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 2,046 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $96,545.

    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 2,046 shares
    Change vs previous 13F -133 shares

    0.01% of the 13F portfolio, value $97,057.

    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 2,179 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $104,129.

    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 2,174 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $100,504.

    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 2,168 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $101,997.

    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 2,163 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $102,832.

    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 2,233 shares
    Change vs previous 13F -6,646 shares

    0.01% of the 13F portfolio, value $104,907.

    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 8,879 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $409,000.

    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).