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Disclosery

Kore Private Wealth LLC: XLE position timeline

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

Kore Private Wealth LLC held 47,797 XLE 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 47,797 shares
    Change vs previous 13F +34,307 shares

    0.62% of the 13F portfolio, value $3,442,000.

    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 13,490 shares
    Change vs previous 13F +356 shares

    0.15% of the 13F portfolio, value $965,000.

    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 13,134 shares
    Change vs previous 13F +1,531 shares

    0.13% of the 13F portfolio, value $1,004,000.

    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 11,603 shares
    Change vs previous 13F -9,677 shares

    0.08% of the 13F portfolio, value $644,000.

    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 21,280 shares
    Change vs previous 13F -1,863 shares

    0.12% of the 13F portfolio, value $1,108,000.

    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 23,143 shares
    Change vs previous 13F +5,414 shares

    0.14% of the 13F portfolio, value $1,247,000.

    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 17,729 shares
    Change vs previous 13F +3,953 shares

    0.12% of the 13F portfolio, value $870,000.

    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 13,776 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $522,000.

    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).