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WINTRUST INVESTMENTS LLC: KFY position timeline

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

WINTRUST INVESTMENTS LLC held 2,715 KFY shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,715 shares
    Change vs previous 13F -3,643 shares

    0.16% of the 13F portfolio, value $183,000.

    13F-HR 0000049096-25-000001 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).

  2. period ended2024-09-30
    13F 6,358 shares
    Change vs previous 13F -66,717 shares

    0.35% of the 13F portfolio, value $478,000.

    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).

  3. period ended2024-06-30
    13F 73,075 shares
    Change vs previous 13F -10,945 shares

    0.4% of the 13F portfolio, value $4,906,000.

    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).

  4. period ended2024-03-31
    13F 84,020 shares
    Change vs previous 13F -27,335 shares

    0.49% of the 13F portfolio, value $5,525,000.

    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).

  5. period ended2023-12-31
    13F 111,355 shares
    Change vs previous 13F -36,525 shares

    0.64% of the 13F portfolio, value $6,609,000.

    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).

  6. period ended2023-09-30
    13F 147,880 shares
    Change vs previous 13F -21,550 shares

    0.73% of the 13F portfolio, value $7,015,000.

    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).

  7. period ended2023-06-30
    13F 169,430 shares
    Change vs previous 13F +715 shares

    0.84% of the 13F portfolio, value $8,394,000.

    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).

  8. period ended2023-03-31
    13F 168,715 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,729,000.

    13F-HR 0000049096-23-000005 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).