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Kolinsky Wealth Management, LLC

SEC CIK
0001904326
Latest filing
Feb 18, 2025

RLI holding history

Rli Corp 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.

RLI overviewAll 13F holders of RLIFull Q4 2024 holdings

Shares (Q4 2024)
1,501
Value
$247.4K
% of portfolio
0.2%
Quarters held
6
Since Q2 2023
Holdings of RLI by Kolinsky Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20241,501$247.4K0.2%00.0%UnchangedHolders
Q3 20241,501$232.6K0.2%+3+0.2%AddedHolders
Q2 20241,498$210.8K0.2%+2+0.1%AddedHolders
Q1 20241,496$222.1K0.2%+1,496NewHolders
Q4 20230$00.0%−1,574−100.0%Sold outHolders
Q3 20231,574$213.9K0.2%+14+0.9%AddedHolders
Q2 20231,560$212.0K0.2%+1,560NewHolders