Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- Latest filing
- Feb 18, 2025
DFS holding history
Discover Financial Services in every 13F filed by Kolinsky Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DFS overviewAll 13F holders of DFSFull Q4 2024 holdings
- Shares (Q4 2024)
- 4,768
- Value
- $826.0K
- % of portfolio
- 0.5%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4,768 | $826.0K | 0.5% | +196+4.3% | Added | Holders |
| Q3 2024 | 4,572 | $641.4K | 0.4% | +574+14.4% | Added | Holders |
| Q2 2024 | 3,998 | $523.0K | 0.4% | +110+2.8% | Added | Holders |
| Q1 2024 | 3,888 | $509.7K | 0.4% | +114+3.0% | Added | Holders |
| Q4 2023 | 3,774 | $424.2K | 0.4% | −82−2.1% | Reduced | Holders |
| Q3 2023 | 3,856 | $334.0K | 0.3% | +11+0.3% | Added | Holders |
| Q2 2023 | 3,845 | $453.3K | 0.4% | +195+5.3% | Added | Holders |
| Q1 2023 | 3,650 | $361.0K | 0.4% | +61+1.7% | Added | Holders |
| Q4 2022 | 3,589 | $351.0K | 0.4% | −55−1.5% | Reduced | Holders |
| Q3 2022 | 3,644 | $331.0K | 0.4% | +35+1.0% | Added | Holders |
| Q2 2022 | 3,609 | $341.0K | 0.4% | −35−1.0% | Reduced | Holders |
| Q1 2022 | 3,644 | $402.0K | 0.4% | −231−6.0% | Reduced | Holders |
| Q4 2021 | 3,875 | $448.0K | 0.4% | – | No prior filing | Holders |