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Disclosery

Private Ocean, LLC: SUSL position timeline

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

Private Ocean, LLC held 11,951 SUSL 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 11,951 shares
    Change vs previous 13F -657 shares

    0.1% of the 13F portfolio, value $1,164,383.

    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 12,608 shares
    Change vs previous 13F +17 shares

    0.13% of the 13F portfolio, value $1,183,255.

    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 12,591 shares
    Change vs previous 13F +42 shares

    0.11% of the 13F portfolio, value $1,062,458.

    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 12,549 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $946,284.

    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 12,549 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $971,506.

    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 12,531 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $892,948.

    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 12,510 shares
    Change vs previous 13F +2,684 shares

    0.1% of the 13F portfolio, value $829,495.

    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 9,826 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $606,000.

    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).