Kolinsky Wealth Management, LLC: KAI position timeline

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

Kolinsky Wealth Management, LLC held 1,209 KAI shares at 2024-12-31 per its 13F-HR filed 2025-02-18.

the latest 13F is the newest step

period ended2024-12-31
13F 1,209 shares
Change vs previous 13F 0 shares
0.25% of the 13F portfolio, value $417,093.
13F-HR 0001904326-25-000001 filed by Kolinsky Wealth Management, LLC
Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,209 shares
Change vs previous 13F +3 shares
0.27% of the 13F portfolio, value $408,642.
13F-HR 0001904326-24-000005 filed by Kolinsky Wealth Management, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,206 shares
Change vs previous 13F 0 shares
0.25% of the 13F portfolio, value $354,299.
13F-HR 0001904326-24-000003 filed by Kolinsky Wealth Management, LLC
Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,206 shares
Change vs previous 13F +2 shares
0.3% of the 13F portfolio, value $395,689.
13F-HR 0001904326-24-000002 filed by Kolinsky Wealth Management, LLC
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,204 shares
Change vs previous 13F not available
0.3% of the 13F portfolio, value $337,493.
13F-HR 0001904326-24-000001 filed by Kolinsky Wealth Management, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).