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Disclosery

Kore Private Wealth LLC: IEZ position timeline

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

Kore Private Wealth LLC held 24,382 IEZ 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 24,382 shares
    Change vs previous 13F -3,225 shares

    0.06% of the 13F portfolio, value $351,000.

    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 27,607 shares
    Change vs previous 13F +9,170 shares

    0.07% of the 13F portfolio, value $441,000.

    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 18,437 shares
    Change vs previous 13F +6,610 shares

    0.04% of the 13F portfolio, value $355,000.

    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 11,827 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $152,000.

    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).