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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

RIO holding history

Rio Tinto PLC in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RIO overviewAll 13F holders of RIOFull Q3 2023 holdings

Shares (Q3 2023)
19,189
Value
$1.22M
% of portfolio
0.5%
Quarters held
11
Since Q1 2021
Holdings of RIO by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202319,189$1.22M0.5%−1,052−5.2%ReducedHolders
Q2 202320,241$1.29M0.4%+611+3.1%AddedHolders
Q1 202319,630$1.35M0.5%+646+3.4%AddedHolders
Q4 202218,984$1.35M0.6%+904+5.0%AddedHolders
Q3 202218,080$995.0K0.5%+5,276+41.2%AddedHolders
Q2 202212,804$781.0K0.3%+6,553+104.8%AddedHolders
Q1 20226,251$503.0K0.2%+31+0.5%AddedHolders
Q4 20216,220$416.0K0.2%+48+0.8%AddedHolders
Q3 20216,172$412.0K0.2%+108+1.8%AddedHolders
Q2 20216,064$509.0K0.2%−28−0.5%ReducedHolders
Q1 20216,092$473.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.