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Kolinsky Wealth Management, LLC: FDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kolinsky Wealth Management, LLC on FDS, newest first. How the timeline and the estimate are built.

Kolinsky Wealth Management, LLC held 739 FDS shares at 2024-12-31 per its 13F-HR filed 2025-02-18.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 739 shares
    Change vs previous 13F +23 shares

    0.22% of the 13F portfolio, value $354,927.

    13F-HR 0001904326-25-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 716 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $329,253.

    13F-HR 0001904326-24-000005 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 715 shares
    Change vs previous 13F -18 shares

    0.21% of the 13F portfolio, value $291,913.

    13F-HR 0001904326-24-000003 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 733 shares
    Change vs previous 13F -11 shares

    0.25% of the 13F portfolio, value $333,068.

    13F-HR 0001904326-24-000002 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 744 shares
    Change vs previous 13F +107 shares

    0.31% of the 13F portfolio, value $354,925.

    13F-HR 0001904326-24-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 637 shares
    Change vs previous 13F +5 shares

    0.28% of the 13F portfolio, value $278,535.

    13F-HR 0001904326-23-000003 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 632 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $249,988.

    13F-HR 0001904326-23-000002 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 632 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $262,000.

    13F-HR 0001904326-23-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).