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Disclosery

Kore Private Wealth LLC: XLF position timeline

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

Kore Private Wealth LLC held 280,016 XLF 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 280,016 shares
    Change vs previous 13F +4,761 shares

    1.54% of the 13F portfolio, value $8,501,000.

    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 275,255 shares
    Change vs previous 13F +86 shares

    1.33% of the 13F portfolio, value $8,657,000.

    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 275,169 shares
    Change vs previous 13F -33,056 shares

    1.32% of the 13F portfolio, value $10,544,000.

    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 308,225 shares
    Change vs previous 13F -60,962 shares

    1.47% of the 13F portfolio, value $12,036,000.

    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 369,187 shares
    Change vs previous 13F +41,474 shares

    1.46% of the 13F portfolio, value $13,856,000.

    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 327,713 shares
    Change vs previous 13F +29,145 shares

    1.35% of the 13F portfolio, value $12,024,000.

    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 298,568 shares
    Change vs previous 13F +69,481 shares

    1.37% of the 13F portfolio, value $10,166,000.

    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 229,087 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,753,000.

    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).