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Kolinsky Wealth Management, LLC: SDVY position timeline

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

Kolinsky Wealth Management, LLC held 0 SDVY shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -122,709 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 122,709 shares
    Change vs previous 13F -4,168 shares

    3.44% of the 13F portfolio, value $3,464,080.

    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).

  3. period ended2023-06-30
    13F 126,877 shares
    Change vs previous 13F +218 shares

    3.4% of the 13F portfolio, value $3,580,457.

    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).

  4. period ended2023-03-31
    13F 126,659 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $3,376,000.

    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).