Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Private Ocean, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001601742.
Total Filings
46
Latest Filing
02 Aug 2024
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
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- Open the deeper context page only when this filer actually has insider or ownership signal.
Source: SEC filing N-PX
View Source Filing
N-PX filed on 02 Aug 2024 for CIK 0001601742.
- Business address
- 100 Smith Ranch Road, Suite 300, San Rafael, CA, 94903
- Top securities (13F)
- DFAC, IUSB, VCSH, DFAE, DFGR, JNK, DFAI, AAPL, QUAL, HYD, IVV, EAGG, BND, DFAU, IWB, ESGE, HYMB, AON, VEA, and MSFT
- State of incorporation
- CA
- Fiscal year end
- 31 December
Quick Takeaways
- Private Ocean, LLC is an SEC filer tracked under CIK 0001601742.
- 46 filings are listed on this profile.
- Common form coverage includes N-PX, 13F-HR, 13F-HR/A.
What Changed
- Latest filing: N-PX filed on 02 Aug 2024.
- Report period: 30 Jun 2024.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC filing N-PX
View Source Filing
N-PX filed on 02 Aug 2024 for CIK 0001601742.
Return Loop
Why revisit this filer page
A newly filed N-PX can change the filing history, ownership context, or next research path for Private Ocean, LLC.
- Latest source-backed update
- N-PX filed 02 Aug 2024
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: N-PX filed 02 Aug 2024.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Private Ocean, LLC
Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
30 Jul 2024
Page type
Filer profile
Latest period
Q2 2024
Institutional portfolio context was refreshed from a 13F filing filed on 30 Jul 2024.
Benchmark Context
Benchmark context for this company
Private Ocean, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q2 2024. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Private Ocean, LLC has filed 46 SEC EDGAR filings since 20 Mar 2014. Common forms include N-PX, 13F-HR, 13F-HR/A.
Latest Filings
Recent SEC filings for Private Ocean, LLC with direct links to document and filing folders.
About this filer
Private Ocean, LLC files with the SEC under CIK 0001601742. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.