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Disclosery

Kore Private Wealth LLC: JEPI position timeline

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

Kore Private Wealth LLC held 73,251 JEPI 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 73,251 shares
    Change vs previous 13F -1,514 shares

    0.68% of the 13F portfolio, value $3,753,000.

    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 74,765 shares
    Change vs previous 13F +5,764 shares

    0.64% of the 13F portfolio, value $4,146,000.

    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 69,001 shares
    Change vs previous 13F +24,432 shares

    0.53% of the 13F portfolio, value $4,237,000.

    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 44,569 shares
    Change vs previous 13F +14,280 shares

    0.34% of the 13F portfolio, value $2,816,000.

    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 30,289 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,806,000.

    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).