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Disclosery

Kore Private Wealth LLC: XLU position timeline

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

Kore Private Wealth LLC held 19,016 XLU 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 19,016 shares
    Change vs previous 13F -163 shares

    0.23% of the 13F portfolio, value $1,246,000.

    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 19,179 shares
    Change vs previous 13F -164 shares

    0.21% of the 13F portfolio, value $1,345,000.

    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 19,343 shares
    Change vs previous 13F -473 shares

    0.18% of the 13F portfolio, value $1,440,000.

    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 19,816 shares
    Change vs previous 13F -5,701 shares

    0.17% of the 13F portfolio, value $1,418,000.

    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 25,517 shares
    Change vs previous 13F +557 shares

    0.17% of the 13F portfolio, value $1,630,000.

    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 24,960 shares
    Change vs previous 13F +1,968 shares

    0.18% of the 13F portfolio, value $1,578,000.

    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 22,992 shares
    Change vs previous 13F +2,847 shares

    0.2% of the 13F portfolio, value $1,472,000.

    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 20,145 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,263,000.

    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).