Filer Snapshot

Kalos Management, Inc.

CIK 0001666788. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

33

Latest Filing

16 Oct 2023

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 16 Oct 2023 for CIK 0001666788.

View Source Filing
Business address
11525 Park Woods Circle, Suite 250, Alpharetta, GA, 30005
State of incorporation
GA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Kalos Management, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $46.57M across 129 reported holdings for Q2 2023.
  • Largest parsed 13F holding: SCHB at $5.7M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 129 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2023 - 09 Aug 2023

Top 5 concentration

34%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$15.64M

Compared with $46.57M total 13F value.

Top 5 net change

-$596.9K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPY ยท Largest trim: SCHB

SCHB SCHX SPY SCHO SCHD Other holdings

SCHB

12.2%

Schwab Strategic Tr

$5.7M

SCHX

7.1%

Schwab Strategic Tr

$3.29M

SPY

6.3%

Spdr S&P 500 Etf Tr

$2.92M

SCHO

4.3%

Schwab Strategic Tr

$1.98M

SCHD

3.8%

Schwab Strategic Tr

$1.75M

Latest update

What changed recently for Kalos Management, Inc.

New filing available

Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Oct 2023

Page type

Filer profile

Latest period

Q3 2023

Institutional portfolio context was refreshed from a 13F filing filed on 16 Oct 2023.

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Benchmark Context

Benchmark context for this company

Kalos Management, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q3 2023. That gives you a fresh baseline before you compare this company with peers.

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SEC filing record

CIK 0001666788 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
33
First seen
17 Feb 2016
Latest filing
16 Oct 2023
Entity
Company

Observed form types

13F-HR 13F-HR/A

Primary evidence

Open SEC filing index Kalos Management, Inc. SEC filings Kalos Management, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Kalos Management, Inc. with direct links to document and filing folders.

13F-HR File 028-17377

13F-HR filing

Filing date
16 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
09 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
05 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
27 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
21 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
12 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
21 Jun 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
03 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
10 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
11 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
13 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
11 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
13 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
13 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
15 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
13 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR/A File 028-17377

13F-HR/A filing

Filing date
14 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
15 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
15 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
14 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
15 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
01 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
04 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-17377

13F-HR filing

Filing date
17 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
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