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Disclosery

Kalos Management, Inc.: O position timeline

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

Kalos Management, Inc. held 0 O 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 -7,302 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 7,302 shares
    Change vs previous 13F -350 shares

    0.94% of the 13F portfolio, value $436,613.

    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 7,652 shares
    Change vs previous 13F -14 shares

    0.97% of the 13F portfolio, value $484,546.

    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 7,666 shares
    Change vs previous 13F -95 shares

    1.1% of the 13F portfolio, value $486,254.

    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 7,761 shares
    Change vs previous 13F -462 shares

    1.16% of the 13F portfolio, value $472,000.

    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 8,223 shares
    Change vs previous 13F -2,621 shares

    0.78% of the 13F portfolio, value $580,000.

    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 10,844 shares
    Change vs previous 13F -100 shares

    0.51% of the 13F portfolio, value $742,000.

    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 10,944 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $779,000.

    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).