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Disclosery

Kalos Management, Inc.: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kalos Management, Inc. on IDU, newest first. How the timeline and the estimate are built.

Kalos Management, Inc. held 0 IDU shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -134 shares

    13F-HR 0001398344-23-019296 filed by Kalos Management, Inc.
    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 ended2023-06-30
    13F 134 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $10,955.

    13F-HR 0001398344-23-014351 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 134 shares
    Change vs previous 13F -2,989 shares

    0.02% of the 13F portfolio, value $11,217.

    13F-HR 0001398344-23-008864 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 3,123 shares
    Change vs previous 13F -244 shares

    0.61% of the 13F portfolio, value $270,264.

    13F-HR 0001398344-23-004889 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 3,367 shares
    Change vs previous 13F -109 shares

    0.71% of the 13F portfolio, value $286,000.

    13F-HR 0001666788-22-000005 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 3,476 shares
    Change vs previous 13F +243 shares

    0.39% of the 13F portfolio, value $292,000.

    13F-HR 0001666788-22-000004 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 3,233 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $292,000.

    13F-HR 0001666788-22-000003 filed by Kalos Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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