13F Filings History of KB FINANCIAL PARTNERS, LLC

Latest 13F report
Q3 2023 - 15 Nov 2023
Value $
$346,749,000
Signature - Title
Matthew J. Rozzi - Chief Operating Officer & Chief Compliance Officer
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by KB FINANCIAL PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KB FINANCIAL PARTNERS, LLC reported 577 stock holdings with total value $346,749,000 as of Q3 2023. Top holdings included GSLC, IVV, MBB, DGRW, and GSIE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 577 $346,749,000 +$3,806,455 -$4,008,593 -$202,138 GSLC, IVV, MBB, DGRW, GSIE 13F-HR 15 Nov 2023, 07:27
Q2 2023 599 $363,889,000 +$51,182,746 -$42,130,487 +$9,052,259 GSLC, MBB, IVV, DGRW, GSIE 13F-HR 14 Aug 2023, 17:43
Q1 2023 588 $340,203,000 +$46,105,153 -$14,212,274 +$31,892,879 GSLC, MBB, IVV, DGRW, GSIE 13F-HR 16 May 2023, 21:43
Q4 2022 580 $292,807,000 +$21,056,252 -$30,947,024 -$9,890,772 GSLC, IVV, DGRW, GSIE, JPST 13F-HR 17 Feb 2023, 21:42
Q3 2022 581 $279,640,000 +$44,211,266 -$36,212,875 +$7,998,391 GSLC, DGRW, IVV, GSIE, JPST 13F-HR 14 Nov 2022, 21:10
Q2 2022 575 $289,280,000 +$36,376,551 -$68,102,656 -$31,726,105 GSLC, DGRW, IVV, GSIE, SWAN 13F-HR 11 Aug 2022, 10:42
Q1 2022 600 $362,159,000 +$35,901,568 -$4,523,465 +$31,378,103 GSLC, MBB, DGRW, IVV, JPST 13F-HR 16 May 2022, 21:07
Q4 2021 653 $348,383,000 +$77,324,189 -$18,182,304 +$59,141,885 GSLC, MBB, IVV, DGRW, JPST 13F-HR 17 Feb 2022, 18:06
Q3 2021 161 $272,598,000 +$27,153,289 -$16,822,976 +$10,330,313 GSLC, IVV, JPST, DGRW, MBB 13F-HR 15 Nov 2021, 20:00
Q2 2021 611 $264,542,000 +$54,659,510 -$37,327,551 +$17,331,959 GSLC, IVV, JPST, MBB, DGRW 13F-HR 16 Aug 2021, 21:18
Q1 2021 622 $235,076,000 $0 $0 $0 GSLC, IVV, MBB, JPST, DGRW 13F-HR 08 Jun 2021, 16:26