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Disclosery

Private Ocean, LLC: VNQ position timeline

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

Private Ocean, LLC held 72,843 VNQ 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 72,843 shares
    Change vs previous 13F +554 shares

    0.54% of the 13F portfolio, value $6,101,360.

    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 72,289 shares
    Change vs previous 13F -6,025 shares

    0.66% of the 13F portfolio, value $6,251,526.

    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 78,314 shares
    Change vs previous 13F -21,188 shares

    0.69% of the 13F portfolio, value $6,919,820.

    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 99,502 shares
    Change vs previous 13F -11,898 shares

    0.96% of the 13F portfolio, value $7,528,348.

    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 111,400 shares
    Change vs previous 13F -21,968 shares

    1.18% of the 13F portfolio, value $9,308,605.

    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 133,368 shares
    Change vs previous 13F -8,524 shares

    1.47% of the 13F portfolio, value $11,074,850.

    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 141,892 shares
    Change vs previous 13F +79,893 shares

    1.45% of the 13F portfolio, value $11,703,245.

    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 61,999 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,970,000.

    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).