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
- period ended2024-12-3113F 1,191 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 839 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,724 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 3,050 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 1,385 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).