Skip to content
Disclosery

Private Ocean, LLC: USMV position timeline

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

Private Ocean, LLC held 0 USMV shares at 2023-12-31 per its 13F-HR filed 2024-01-23.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -78 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 78 shares
    Change vs previous 13F -1,199 shares

    <0.01% of the 13F portfolio, value $5,646.

    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).

  3. period ended2023-06-30
    13F 1,277 shares
    Change vs previous 13F +199 shares

    0.01% of the 13F portfolio, value $94,919.

    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).

  4. period ended2023-03-31
    13F 1,078 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $78,414.

    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).

  5. period ended2022-12-31
    13F 1,159 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $83,564.

    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).

  6. period ended2022-09-30
    13F 1,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $71,000.

    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).