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Kolinsky Wealth Management, LLC: IWR position timeline

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

Kolinsky Wealth Management, LLC held 6,571 IWR 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 6,571 shares
    Change vs previous 13F +508 shares

    0.35% of the 13F portfolio, value $580,844.

    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 6,063 shares
    Change vs previous 13F +1,272 shares

    0.35% of the 13F portfolio, value $534,352.

    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 4,791 shares
    Change vs previous 13F +332 shares

    0.28% of the 13F portfolio, value $388,486.

    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 4,459 shares
    Change vs previous 13F +747 shares

    0.29% of the 13F portfolio, value $374,961.

    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 3,712 shares
    Change vs previous 13F +111 shares

    0.25% of the 13F portfolio, value $288,510.

    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 3,601 shares
    Change vs previous 13F +31 shares

    0.25% of the 13F portfolio, value $249,403.

    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 3,570 shares
    Change vs previous 13F +236 shares

    0.25% of the 13F portfolio, value $258,396.

    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 3,334 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $233,000.

    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).