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Disclosery

Kore Private Wealth LLC: XLC position timeline

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

Kore Private Wealth LLC held 6,576 XLC 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 6,576 shares
    Change vs previous 13F -2,112 shares

    0.06% of the 13F portfolio, value $315,000.

    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 8,688 shares
    Change vs previous 13F +3,766 shares

    0.07% of the 13F portfolio, value $471,000.

    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 4,922 shares
    Change vs previous 13F -5,359 shares

    0.04% of the 13F portfolio, value $339,000.

    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 10,281 shares
    Change vs previous 13F -18,761 shares

    0.1% of the 13F portfolio, value $799,000.

    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 29,042 shares
    Change vs previous 13F +3,100 shares

    0.24% of the 13F portfolio, value $2,327,000.

    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 25,942 shares
    Change vs previous 13F +6,086 shares

    0.24% of the 13F portfolio, value $2,101,000.

    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 19,856 shares
    Change vs previous 13F +4,544 shares

    0.2% of the 13F portfolio, value $1,456,000.

    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 15,312 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,033,000.

    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).