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Disclosery

WINTRUST INVESTMENTS LLC: KBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINTRUST INVESTMENTS LLC on KBE, newest first. How the timeline and the estimate are built.

WINTRUST INVESTMENTS LLC held 0 KBE shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -7,929 shares

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 7,929 shares
    Change vs previous 13F -569 shares

    0.03% of the 13F portfolio, value $368,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 8,498 shares
    Change vs previous 13F -1,771 shares

    0.04% of the 13F portfolio, value $400,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 10,269 shares
    Change vs previous 13F +209 shares

    0.05% of the 13F portfolio, value $473,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 10,060 shares
    Change vs previous 13F +1,247 shares

    0.04% of the 13F portfolio, value $371,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 8,813 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $317,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).