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Disclosery

Kore Private Wealth LLC: IYW position timeline

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

Kore Private Wealth LLC held 0 IYW 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 -12,445 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 12,445 shares
    Change vs previous 13F +1,282 shares

    0.16% of the 13F portfolio, value $1,282,000.

    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 11,163 shares
    Change vs previous 13F -14,431 shares

    0.16% of the 13F portfolio, value $1,282,000.

    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 25,594 shares
    Change vs previous 13F +1,913 shares

    0.27% of the 13F portfolio, value $2,592,000.

    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 23,681 shares
    Change vs previous 13F +8,843 shares

    0.26% of the 13F portfolio, value $2,354,000.

    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 14,838 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,301,000.

    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).