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Kolinsky Wealth Management, LLC: SCHV position timeline

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

Kolinsky Wealth Management, LLC held 67,339 SCHV 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 67,339 shares
    Change vs previous 13F +46,480 shares

    1.07% of the 13F portfolio, value $1,755,520.

    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 20,859 shares
    Change vs previous 13F +2,830 shares

    1.09% of the 13F portfolio, value $1,676,399.

    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 18,029 shares
    Change vs previous 13F +2,474 shares

    0.96% of the 13F portfolio, value $1,335,555.

    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 15,555 shares
    Change vs previous 13F +1,712 shares

    0.9% of the 13F portfolio, value $1,181,835.

    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 13,843 shares
    Change vs previous 13F +276 shares

    0.85% of the 13F portfolio, value $970,429.

    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 13,567 shares
    Change vs previous 13F +65 shares

    0.87% of the 13F portfolio, value $874,551.

    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 13,502 shares
    Change vs previous 13F +326 shares

    0.85% of the 13F portfolio, value $898,045.

    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 13,176 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $864,000.

    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).