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Disclosery

Kalos Management, Inc.: SPY position timeline

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

Kalos Management, Inc. held 0 SPY 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 -6,596 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 6,596 shares
    Change vs previous 13F +216 shares

    6.28% of the 13F portfolio, value $2,923,933.

    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 6,380 shares
    Change vs previous 13F +536 shares

    5.24% of the 13F portfolio, value $2,611,955.

    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 5,844 shares
    Change vs previous 13F -1,072 shares

    5.04% of the 13F portfolio, value $2,234,956.

    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 6,916 shares
    Change vs previous 13F -1,531 shares

    6.42% of the 13F portfolio, value $2,602,000.

    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 8,447 shares
    Change vs previous 13F -842 shares

    4.5% of the 13F portfolio, value $3,348,000.

    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 9,289 shares
    Change vs previous 13F -7,823 shares

    2.64% of the 13F portfolio, value $3,865,000.

    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 17,112 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $7,999,000.

    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).