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Disclosery

Kore Private Wealth LLC: IYE position timeline

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

Kore Private Wealth LLC held 44,772 IYE 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 44,772 shares
    Change vs previous 13F +1,842 shares

    0.32% of the 13F portfolio, value $1,760,000.

    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 42,930 shares
    Change vs previous 13F +3,105 shares

    0.25% of the 13F portfolio, value $1,636,000.

    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 39,825 shares
    Change vs previous 13F -315 shares

    0.2% of the 13F portfolio, value $1,630,000.

    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 40,140 shares
    Change vs previous 13F -2,719 shares

    0.15% of the 13F portfolio, value $1,208,000.

    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 42,859 shares
    Change vs previous 13F +2,162 shares

    0.13% of the 13F portfolio, value $1,211,000.

    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 40,697 shares
    Change vs previous 13F +3,703 shares

    0.13% of the 13F portfolio, value $1,184,000.

    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 36,994 shares
    Change vs previous 13F +1,828 shares

    0.13% of the 13F portfolio, value $970,000.

    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 35,166 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $712,000.

    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).