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Disclosery

Kalos Management, Inc.: SCHD position timeline

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

Kalos Management, Inc. held 0 SCHD 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 -24,054 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 24,054 shares
    Change vs previous 13F -560 shares

    3.75% of the 13F portfolio, value $1,746,801.

    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 24,614 shares
    Change vs previous 13F -5,828 shares

    3.61% of the 13F portfolio, value $1,800,760.

    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 30,442 shares
    Change vs previous 13F -690 shares

    5.18% of the 13F portfolio, value $2,299,589.

    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 31,132 shares
    Change vs previous 13F +387 shares

    5.36% of the 13F portfolio, value $2,170,000.

    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 30,745 shares
    Change vs previous 13F +5,174 shares

    2.99% of the 13F portfolio, value $2,228,000.

    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 25,571 shares
    Change vs previous 13F +3,465 shares

    1.36% of the 13F portfolio, value $1,992,000.

    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 22,106 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,737,000.

    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).