Skip to content
Disclosery

Kalos Management, Inc.: IYY position timeline

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

Kalos Management, Inc. held 0 IYY 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 -5,754 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 5,754 shares
    Change vs previous 13F +457 shares

    1.34% of the 13F portfolio, value $623,331.

    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 5,297 shares
    Change vs previous 13F -3 shares

    1.06% of the 13F portfolio, value $530,071.

    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 5,300 shares
    Change vs previous 13F -533 shares

    1.12% of the 13F portfolio, value $495,285.

    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 5,833 shares
    Change vs previous 13F +34 shares

    1.33% of the 13F portfolio, value $539,000.

    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 5,799 shares
    Change vs previous 13F -902 shares

    0.76% of the 13F portfolio, value $567,000.

    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 6,701 shares
    Change vs previous 13F -6,993 shares

    0.46% of the 13F portfolio, value $672,000.

    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).

  8. period ended2021-12-31
    13F 13,694 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,608,000.

    13F-HR 0001666788-22-000001 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).