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Disclosery

Kore Private Wealth LLC: AGG position timeline

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

Kore Private Wealth LLC held 0 AGG shares at 2022-06-30 per its 13F-HR/A filed 2022-08-18.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 0 shares
    Change vs previous 13F -9,828 shares

    13F-HR/A 0001762776-22-000005 filed by Kore Private Wealth 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 ended2022-03-31
    13F 9,828 shares
    Change vs previous 13F -9,894 shares

    0.13% of the 13F portfolio, value $1,053,000.

    13F-HR 0001762776-22-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F/A 19,722 shares
    Change vs previous 13F -20 shares

    0.27% of the 13F portfolio, value $2,250,000.

    13F-HR/A 0001762776-22-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 19,742 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,267,000.

    13F-HR 0001762776-21-000004 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 19,742 shares
    Change vs previous 13F -325 shares

    0.26% of the 13F portfolio, value $2,277,000.

    13F-HR 0001762776-21-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 20,067 shares
    Change vs previous 13F +37 shares

    0.31% of the 13F portfolio, value $2,284,000.

    13F-HR 0001762776-21-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 20,030 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,367,000.

    13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).