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Disclosery

Kore Private Wealth LLC: SM position timeline

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

Kore Private Wealth LLC held 47,992 SM 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 47,992 shares
    Change vs previous 13F -4,529 shares

    0.33% of the 13F portfolio, value $1,805,000.

    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 52,521 shares
    Change vs previous 13F -2,346 shares

    0.28% of the 13F portfolio, value $1,796,000.

    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 54,867 shares
    Change vs previous 13F +1,638 shares

    0.27% of the 13F portfolio, value $2,137,000.

    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 53,229 shares
    Change vs previous 13F -5,608 shares

    0.19% of the 13F portfolio, value $1,569,000.

    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 58,837 shares
    Change vs previous 13F +13,625 shares

    0.16% of the 13F portfolio, value $1,552,000.

    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 45,212 shares
    Change vs previous 13F +215 shares

    0.13% of the 13F portfolio, value $1,114,000.

    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 44,997 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $737,000.

    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).