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Disclosery

Kore Private Wealth LLC: VFH position timeline

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

Kore Private Wealth LLC held 31,526 VFH 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 31,526 shares
    Change vs previous 13F +5,904 shares

    0.42% of the 13F portfolio, value $2,347,000.

    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 25,622 shares
    Change vs previous 13F -3,224 shares

    0.3% of the 13F portfolio, value $1,978,000.

    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 28,846 shares
    Change vs previous 13F -3,998 shares

    0.34% of the 13F portfolio, value $2,694,000.

    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 32,844 shares
    Change vs previous 13F -17,629 shares

    0.39% of the 13F portfolio, value $3,172,000.

    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 50,473 shares
    Change vs previous 13F +6,751 shares

    0.49% of the 13F portfolio, value $4,676,000.

    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 43,722 shares
    Change vs previous 13F +3,483 shares

    0.44% of the 13F portfolio, value $3,955,000.

    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 40,239 shares
    Change vs previous 13F +7,986 shares

    0.46% of the 13F portfolio, value $3,400,000.

    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 32,253 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,350,000.

    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).