Kolinsky Wealth Management, LLC

SEC CIK: 0001904326
Latest filing: Feb 18, 2025

SEC filings (opens in a new tab)

UFPI holding history

Ufp Industries 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.

UFPI overview All 13F holders of UFPI Full Q4 2024 holdings

Shares (Q4 2024): 2,950
Value: $332.3K
% of portfolio: 0.2%
Quarters held: 5; Since Q4 2023

Holdings of UFPI by Kolinsky Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	2,950	$332.3K	0.2%	00.0%	Unchanged	Holders
Q3 2024	2,950	$387.1K	0.3%	+5+0.2%	Added	Holders
Q2 2024	2,945	$329.8K	0.2%	00.0%	Unchanged	Holders
Q1 2024	2,945	$362.3K	0.3%	+3+0.1%	Added	Holders
Q4 2023	2,942	$369.4K	0.3%	+2,942	New	Holders