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Disclosery

Kalos Management, Inc.: SCHM position timeline

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

Kalos Management, Inc. held 0 SCHM 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 -1,433 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 1,433 shares
    Change vs previous 13F -38 shares

    0.22% of the 13F portfolio, value $101,769.

    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 1,471 shares
    Change vs previous 13F -60 shares

    0.2% of the 13F portfolio, value $99,816.

    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 1,531 shares
    Change vs previous 13F +1,531 shares

    0.23% of the 13F portfolio, value $100,434.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -6,893 shares

    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).

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

  6. period ended2021-12-31
    13F 6,893 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $573,000.

    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).