Current Market Value 1,321,951,189
Current Holdings 275
Most Recent File Date 2024-07-19
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by HoyleCohen, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-07-19 2024-06-30 13F-HR 275 1,321,951
2024-05-15 2024-03-31 13F-HR 282 1,310,758
2024-02-09 2023-12-31 13F-HR 271 1,223,627
2023-11-02 2023-09-30 13F-HR 260 1,078,329
2023-08-07 2023-06-30 13F-HR 261 1,133,420
2023-05-05 2023-03-31 13F-HR 258 1,071,675
2023-02-14 2022-12-31 13F-HR 264 1,004,761
2022-11-02 2022-09-30 13F-HR 257 913,307
2022-07-27 2022-06-30 13F-HR 260 960,351
2022-05-03 2022-03-31 13F-HR 274 1,167,831
2022-02-11 2021-12-31 13F-HR 277 1,202,660
2021-11-10 2021-09-30 13F-HR 267 1,053,370
2021-08-12 2021-06-30 13F-HR 267 1,284,687
2021-06-03 2021-03-31 13F-HR/A 1 N 4 929
2021-05-14 2021-03-31 13F-HR 263 983,059
2021-02-12 2020-12-31 13F-HR 223 866,724
2020-11-13 2020-09-30 13F-HR 205 679,843
2020-07-29 2020-06-30 13F-HR 182 598,120
2020-05-08 2020-03-31 13F-HR 175 501,236
2020-02-10 2019-12-31 13F-HR 195 629,273
2019-11-15 2019-09-30 13F-HR 190 586,264
2019-08-09 2019-06-30 13F-HR 183 576,072
2019-05-13 2019-03-31 13F-HR 178 567,054
2019-02-14 2018-12-31 13F-HR 164 489,244
2018-11-09 2018-09-30 13F-HR 165 530,141
2018-08-06 2018-06-30 13F-HR 159 495,849
2018-05-15 2018-03-31 13F-HR 153 493,026
2018-02-14 2017-12-31 13F-HR 154 506,145