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Disclosery

1776 Wealth LLC: KIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on KIO, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 0 KIO shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,944 shares

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,944 shares
    Change vs previous 13F -1,200 shares

    0.06% of the 13F portfolio, value $150,494.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 13,144 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $165,089.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 13,144 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $161,540.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 13,144 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $175,867.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 13,144 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $194,005.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).