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Disclosery

Kore Private Wealth LLC: IAU position timeline

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

Kore Private Wealth LLC held 503,710 IAU 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 503,710 shares
    Change vs previous 13F -188,959 shares

    2.87% of the 13F portfolio, value $15,882,000.

    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 692,669 shares
    Change vs previous 13F 0 shares

    3.66% of the 13F portfolio, value $23,765,000.

    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 692,669 shares
    Change vs previous 13F -27 shares

    3.2% of the 13F portfolio, value $25,511,000.

    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 692,696 shares
    Change vs previous 13F -78,926 shares

    2.94% of the 13F portfolio, value $24,113,000.

    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 771,622 shares
    Change vs previous 13F -172 shares

    2.71% of the 13F portfolio, value $25,780,000.

    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 771,794 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $26,017,000.

    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).