Skip to content
Disclosery

Kolinsky Wealth Management, LLC: SCHX position timeline

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

Kolinsky Wealth Management, LLC held 1,443,098 SCHX 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 1,443,098 shares
    Change vs previous 13F +992,117 shares

    20.43% of the 13F portfolio, value $33,478,951.

    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 450,981 shares
    Change vs previous 13F +11,709 shares

    19.68% of the 13F portfolio, value $30,259,828.

    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 439,272 shares
    Change vs previous 13F +2,498 shares

    20.22% of the 13F portfolio, value $28,223,223.

    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 436,774 shares
    Change vs previous 13F +2,346 shares

    20.72% of the 13F portfolio, value $27,106,191.

    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 434,428 shares
    Change vs previous 13F -3,633 shares

    21.56% of the 13F portfolio, value $24,501,719.

    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 438,061 shares
    Change vs previous 13F -8,815 shares

    22.01% of the 13F portfolio, value $22,165,894.

    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 446,876 shares
    Change vs previous 13F -8,733 shares

    21.96% of the 13F portfolio, value $23,143,716.

    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 455,609 shares
    Change vs previous 13F not available

    23.39% of the 13F portfolio, value $22,038,000.

    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).