Skip to content

Kolinsky Wealth Management, LLC: IVV position timeline

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

Kolinsky Wealth Management, LLC held 1,191 IVV 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 1,191 shares
    Change vs previous 13F +352 shares

    0.43% of the 13F portfolio, value $701,382.

    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 839 shares
    Change vs previous 13F -885 shares

    0.31% of the 13F portfolio, value $484,015.

    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 1,724 shares
    Change vs previous 13F -1,326 shares

    0.68% of the 13F portfolio, value $943,263.

    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 3,050 shares
    Change vs previous 13F +1,344 shares

    1.23% of the 13F portfolio, value $1,603,727.

    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 1,706 shares
    Change vs previous 13F +241 shares

    0.72% of the 13F portfolio, value $814,913.

    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 1,465 shares
    Change vs previous 13F +80 shares

    0.62% of the 13F portfolio, value $629,310.

    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 1,385 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $610,030.

    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).