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Kolinsky Wealth Management, LLC: SSD position timeline

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

Kolinsky Wealth Management, LLC held 4,029 SSD 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 4,029 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $668,129.

    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 4,029 shares
    Change vs previous 13F +9 shares

    0.5% of the 13F portfolio, value $770,627.

    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 4,020 shares
    Change vs previous 13F +2 shares

    0.49% of the 13F portfolio, value $677,491.

    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 4,018 shares
    Change vs previous 13F +4 shares

    0.63% of the 13F portfolio, value $824,413.

    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 4,014 shares
    Change vs previous 13F -61 shares

    0.7% of the 13F portfolio, value $794,692.

    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 4,075 shares
    Change vs previous 13F +45 shares

    0.61% of the 13F portfolio, value $610,476.

    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 4,030 shares
    Change vs previous 13F +267 shares

    0.53% of the 13F portfolio, value $562,709.

    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 3,763 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $413,000.

    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).