Skip to content
Disclosery

Private Ocean, LLC: VTI position timeline

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

Private Ocean, LLC held 39,658 VTI 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 39,658 shares
    Change vs previous 13F +11,085 shares

    0.94% of the 13F portfolio, value $10,608,933.

    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 28,573 shares
    Change vs previous 13F -2,879 shares

    0.79% of the 13F portfolio, value $7,426,182.

    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 31,452 shares
    Change vs previous 13F +1,417 shares

    0.74% of the 13F portfolio, value $7,461,043.

    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 30,035 shares
    Change vs previous 13F -1,097 shares

    0.81% of the 13F portfolio, value $6,379,790.

    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 31,132 shares
    Change vs previous 13F +10,597 shares

    0.87% of the 13F portfolio, value $6,857,789.

    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 20,535 shares
    Change vs previous 13F +131 shares

    0.56% of the 13F portfolio, value $4,191,200.

    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 20,404 shares
    Change vs previous 13F -2,271 shares

    0.48% of the 13F portfolio, value $3,900,948.

    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 22,675 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,069,000.

    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).