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Disclosery

Kore Private Wealth LLC: EPP position timeline

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

Kore Private Wealth LLC held 30,726 EPP shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 30,726 shares
    Change vs previous 13F +3,129 shares

    0.21% of the 13F portfolio, value $1,153,000.

    13F-HR 0001762776-22-000006 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).

  2. period ended2022-06-30
    13F/A 27,597 shares
    Change vs previous 13F -3,569 shares

    0.18% of the 13F portfolio, value $1,149,000.

    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).

  3. period ended2022-03-31
    13F 31,166 shares
    Change vs previous 13F +1,212 shares

    0.19% of the 13F portfolio, value $1,534,000.

    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).

  4. period ended2021-12-31
    13F/A 29,954 shares
    Change vs previous 13F +1,688 shares

    0.17% of the 13F portfolio, value $1,431,000.

    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).

  5. period ended2021-09-30
    13F 28,266 shares
    Change vs previous 13F +1,222 shares

    0.14% of the 13F portfolio, value $1,379,000.

    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).

  6. period ended2021-06-30
    13F 27,044 shares
    Change vs previous 13F +550 shares

    0.16% of the 13F portfolio, value $1,398,000.

    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).

  7. period ended2021-03-31
    13F 26,494 shares
    Change vs previous 13F +1,515 shares

    0.18% of the 13F portfolio, value $1,331,000.

    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).

  8. period ended2020-12-31
    13F 24,979 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,196,000.

    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).