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Disclosery

Kore Private Wealth LLC: OBDC position timeline

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

Kore Private Wealth LLC held 1,077,713 OBDC 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 1,077,713 shares
    Change vs previous 13F -120,707 shares

    2.02% of the 13F portfolio, value $11,176,000.

    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 1,198,420 shares
    Change vs previous 13F +34,072 shares

    2.28% of the 13F portfolio, value $14,777,000.

    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 1,164,348 shares
    Change vs previous 13F -87,462 shares

    2.16% of the 13F portfolio, value $17,209,000.

    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 1,251,810 shares
    Change vs previous 13F +32,667 shares

    2.16% of the 13F portfolio, value $17,726,000.

    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 1,219,143 shares
    Change vs previous 13F +59,966 shares

    1.81% of the 13F portfolio, value $17,214,000.

    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 1,159,177 shares
    Change vs previous 13F +20,661 shares

    1.86% of the 13F portfolio, value $16,541,000.

    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 1,138,516 shares
    Change vs previous 13F +51,546 shares

    2.12% of the 13F portfolio, value $15,677,000.

    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 1,086,970 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $13,761,000.

    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).