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Kore Private Wealth LLC: SPY position timeline

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

Kore Private Wealth LLC held 98,396 SPY 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 98,396 shares
    Change vs previous 13F +1,033 shares

    6.35% of the 13F portfolio, value $35,145,000.

    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 97,363 shares
    Change vs previous 13F -2,966 shares

    5.66% of the 13F portfolio, value $36,730,000.

    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 100,329 shares
    Change vs previous 13F +686 shares

    5.69% of the 13F portfolio, value $45,313,000.

    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 99,643 shares
    Change vs previous 13F +5,558 shares

    5.77% of the 13F portfolio, value $47,326,000.

    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 94,085 shares
    Change vs previous 13F +14,653 shares

    4.25% of the 13F portfolio, value $40,375,000.

    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 79,432 shares
    Change vs previous 13F +9,555 shares

    3.82% of the 13F portfolio, value $34,002,000.

    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 69,877 shares
    Change vs previous 13F -245 shares

    3.74% of the 13F portfolio, value $27,694,000.

    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 70,122 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $26,217,000.

    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).