Kolinsky Wealth Management, LLC
- SEC CIK
- 0001904326
- Latest filing
- Feb 18, 2025
KAI holding history
Kadant Inc 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.
KAI overviewAll 13F holders of KAIFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,209
- Value
- $417.1K
- % of portfolio
- 0.3%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,209 | $417.1K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,209 | $408.6K | 0.3% | +3+0.2% | Added | Holders |
| Q2 2024 | 1,206 | $354.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,206 | $395.7K | 0.3% | +2+0.2% | Added | Holders |
| Q4 2023 | 1,204 | $337.5K | 0.3% | +1,204 | New | Holders |