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Disclosery

Kore Private Wealth LLC: XLI position timeline

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

Kore Private Wealth LLC held 66,421 XLI 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 66,421 shares
    Change vs previous 13F +1,463 shares

    0.99% of the 13F portfolio, value $5,502,000.

    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 64,958 shares
    Change vs previous 13F -5,036 shares

    0.87% of the 13F portfolio, value $5,673,000.

    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 69,994 shares
    Change vs previous 13F -9,304 shares

    0.91% of the 13F portfolio, value $7,208,000.

    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 79,298 shares
    Change vs previous 13F -13,556 shares

    1.02% of the 13F portfolio, value $8,391,000.

    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 92,854 shares
    Change vs previous 13F +10,672 shares

    0.96% of the 13F portfolio, value $9,085,000.

    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 82,182 shares
    Change vs previous 13F +8,661 shares

    0.95% of the 13F portfolio, value $8,415,000.

    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 73,521 shares
    Change vs previous 13F +16,278 shares

    0.98% of the 13F portfolio, value $7,238,000.

    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 57,243 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,069,000.

    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).