Filer Snapshot

Kore Private Wealth LLC

CIK 0001762776. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

14 Nov 2022

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 14 Nov 2022 for CIK 0001762776.

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Business address
330 Madison Ave, 29 Th Floor, New York, NY, 10017
Top securities (13F)
OMFL, AAPL, SPY, NEAR, XLK, TSLA, IAU, IVV, ET, MSFT, OBDC, VTI, AMZN, FTSM, QQQ, XLF, CVX, EPD, XLY, and ACWX
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Kore Private Wealth LLC

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 $553.63M across 262 reported holdings for Q3 2022.
  • Largest parsed 13F holding: OMFL at $46.08M.

SEC source mix

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

XML parsed
13F portfolio 262 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.

Q3 2022 - 14 Nov 2022

OMFL

8.3%

Invesco Exch Trd Slf Idx Fd

$46.08M

AAPL

6.7%

Apple Inc

$37.25M

SPY

6.3%

Spdr S&P 500 Etf Tr

$35.14M

NEAR

4.7%

Ishares U S Etf Tr

$26.16M

XLK

3%

Select Sector Spdr Tr

$16.63M

Latest update

What changed recently for Kore Private Wealth LLC

New filing available

Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Nov 2022

Page type

Filer profile

Latest period

Q3 2022

Institutional portfolio context was refreshed from a 13F filing filed on 14 Nov 2022.

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Benchmark Context

Benchmark context for this company

Kore Private Wealth LLC 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 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Kore Private Wealth LLC has filed 20 SEC EDGAR filings since 03 Apr 2019. Common forms include 13F-HR, 13F-HR/A.

Kore Private Wealth LLC SEC filings Kore Private Wealth LLC 13F portfolio

Latest Filings

Recent SEC filings for Kore Private Wealth LLC with direct links to document and filing folders.

13F-HR File 028-19457

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR/A File 028-19457

13F-HR/A filing

Filing date
18 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-19457

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-19457

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
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13F-HR/A File 028-19457

13F-HR/A filing

Filing date
13 May 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
11 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
18 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
13 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
14 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
14 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR/A File 028-19457

13F-HR/A filing

Filing date
11 Feb 2020
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
14 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR/A File 028-19457

13F-HR/A filing

Filing date
23 May 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
16 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-19457

13F-HR filing

Filing date
03 Apr 2019
Reporting date
31 Dec 2018
SEC evidence
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Next action
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About this filer

Kore Private Wealth LLC files with the SEC under CIK 0001762776. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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