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Disclosery

Private Ocean, LLC: VWO position timeline

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

Private Ocean, LLC held 100,199 VWO 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 100,199 shares
    Change vs previous 13F +41,630 shares

    0.39% of the 13F portfolio, value $4,384,726.

    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 58,569 shares
    Change vs previous 13F -17,705 shares

    0.26% of the 13F portfolio, value $2,446,418.

    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 76,274 shares
    Change vs previous 13F +31,925 shares

    0.31% of the 13F portfolio, value $3,134,874.

    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 44,349 shares
    Change vs previous 13F +555 shares

    0.22% of the 13F portfolio, value $1,738,918.

    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 43,794 shares
    Change vs previous 13F +12,724 shares

    0.23% of the 13F portfolio, value $1,781,555.

    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 31,070 shares
    Change vs previous 13F -1,392 shares

    0.17% of the 13F portfolio, value $1,255,214.

    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 32,462 shares
    Change vs previous 13F -622 shares

    0.16% of the 13F portfolio, value $1,265,361.

    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 33,084 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,207,000.

    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).