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Disclosery

Kore Private Wealth LLC: PXH position timeline

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

Kore Private Wealth LLC held 262,641 PXH 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 262,641 shares
    Change vs previous 13F +8,225 shares

    0.77% of the 13F portfolio, value $4,250,000.

    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 254,416 shares
    Change vs previous 13F -15,053 shares

    0.71% of the 13F portfolio, value $4,623,000.

    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 269,469 shares
    Change vs previous 13F +10,131 shares

    0.7% of the 13F portfolio, value $5,610,000.

    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 259,338 shares
    Change vs previous 13F +5,234 shares

    0.69% of the 13F portfolio, value $5,677,000.

    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 254,104 shares
    Change vs previous 13F +20,385 shares

    0.6% of the 13F portfolio, value $5,677,000.

    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 233,719 shares
    Change vs previous 13F +18,857 shares

    0.61% of the 13F portfolio, value $5,457,000.

    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 214,862 shares
    Change vs previous 13F +214,862 shares

    0.65% of the 13F portfolio, value $4,839,000.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.