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Disclosery

Private Ocean, LLC: VT position timeline

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

Private Ocean, LLC held 17,778 VT 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 17,778 shares
    Change vs previous 13F +17,745 shares

    0.18% of the 13F portfolio, value $2,002,314.

    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 33 shares
    Change vs previous 13F -16,175 shares

    <0.01% of the 13F portfolio, value $3,700.

    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 16,208 shares
    Change vs previous 13F +16,175 shares

    0.17% of the 13F portfolio, value $1,667,469.

    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 33 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $3,084.

    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 243 shares
    Change vs previous 13F -14,487 shares

    <0.01% of the 13F portfolio, value $23,542.

    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 14,730 shares
    Change vs previous 13F +96 shares

    0.18% of the 13F portfolio, value $1,356,445.

    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 14,634 shares
    Change vs previous 13F +760 shares

    0.16% of the 13F portfolio, value $1,261,258.

    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 13,874 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,094,000.

    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).