PALO ALTO WEALTH ADVISORS, LLC: KRBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALO ALTO WEALTH ADVISORS, LLC on KRBN, newest first. How the timeline and the estimate are built.
PALO ALTO WEALTH ADVISORS, LLC held 0 KRBN shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 0 sharesChange vs previous 13F -50,391 shares
13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 50,391 sharesChange vs previous 13F -9,910 shares
0.65% of the 13F portfolio, value $1,569,680.
13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 60,301 sharesChange vs previous 13F +22,788 shares
1.36% of the 13F portfolio, value $1,962,195.
13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 37,513 sharesChange vs previous 13F -23,722 shares
0.81% of the 13F portfolio, value $1,153,900.
13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 61,235 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $2,234,465.
13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).