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Disclosery

Kore Private Wealth LLC: XLB position timeline

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

Kore Private Wealth LLC held 17,107 XLB 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 17,107 shares
    Change vs previous 13F -530 shares

    0.21% of the 13F portfolio, value $1,163,000.

    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 17,637 shares
    Change vs previous 13F -74 shares

    0.2% of the 13F portfolio, value $1,298,000.

    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 17,711 shares
    Change vs previous 13F +1,811 shares

    0.2% of the 13F portfolio, value $1,561,000.

    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 15,900 shares
    Change vs previous 13F -6,179 shares

    0.18% of the 13F portfolio, value $1,441,000.

    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 22,079 shares
    Change vs previous 13F -336 shares

    0.18% of the 13F portfolio, value $1,747,000.

    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 22,415 shares
    Change vs previous 13F +4,200 shares

    0.21% of the 13F portfolio, value $1,845,000.

    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 18,215 shares
    Change vs previous 13F +2,515 shares

    0.19% of the 13F portfolio, value $1,435,000.

    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 15,700 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,137,000.

    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).