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Kolinsky Wealth Management, LLC: IHDG position timeline

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

Kolinsky Wealth Management, LLC held 66,988 IHDG 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 66,988 shares
    Change vs previous 13F -12,753 shares

    1.78% of the 13F portfolio, value $2,911,977.

    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 79,741 shares
    Change vs previous 13F +9,466 shares

    2.37% of the 13F portfolio, value $3,644,171.

    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 70,275 shares
    Change vs previous 13F +10,454 shares

    2.3% of the 13F portfolio, value $3,203,852.

    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 59,821 shares
    Change vs previous 13F +6,923 shares

    2.1% of the 13F portfolio, value $2,748,173.

    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 52,898 shares
    Change vs previous 13F +44,426 shares

    1.95% of the 13F portfolio, value $2,221,204.

    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 8,472 shares
    Change vs previous 13F +246 shares

    0.33% of the 13F portfolio, value $328,207.

    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 8,226 shares
    Change vs previous 13F +497 shares

    0.31% of the 13F portfolio, value $327,458.

    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 7,729 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $305,000.

    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).