Current Market Value 0
Current Holdings 0
Most Recent File Date 2023-10-16
Total Filings on Record 33
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Kalos Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-10-16 2023-09-30 13F-HR 0 0
2023-08-09 2023-06-30 13F-HR 129 46,573
2023-05-05 2023-03-31 13F-HR 406 49,883
2023-02-27 2022-12-31 13F-HR 126 44,380
2022-11-21 2022-09-30 13F-HR 42 40,519
2022-08-12 2022-06-30 13F-HR 138 74,443
2022-06-21 2022-03-31 13F-HR 177 146,180
2022-02-03 2021-12-31 13F-HR 282 369,315
2021-11-10 2021-09-30 13F-HR 292 353,587
2021-08-11 2021-06-30 13F-HR 267 246,452
2021-05-13 2021-03-31 13F-HR 299 321,261
2021-02-11 2020-12-31 13F-HR 252 234,115
2020-11-12 2020-09-30 13F-HR 233 224,186
2020-08-13 2020-06-30 13F-HR 217 237,391
2020-05-13 2020-03-31 13F-HR 204 224,284
2020-02-13 2019-12-31 13F-HR 203 274,388
2019-11-14 2019-09-30 13F-HR 199 250,873
2019-08-14 2019-06-30 13F-HR 194 220,052
2019-05-15 2019-03-31 13F-HR 152 154,724
2019-02-13 2018-12-31 13F-HR 194 205,360
2018-11-14 2018-09-30 13F-HR 163 186,465
2018-08-14 2018-06-30 13F-HR 201 220,569
2018-05-14 2018-03-31 13F-HR/A 1 R 126 169,151
2018-05-14 2018-03-31 13F-HR 126 169,151
2018-02-14 2017-12-31 13F-HR 213 212,648
2017-11-14 2017-09-30 13F-HR 147 155,331
2017-08-15 2017-06-30 13F-HR 100 109,405
2017-05-15 2017-03-31 13F-HR 130 141,092
2017-02-14 2016-12-31 13F-HR 126 123,837
2016-11-15 2016-09-30 13F-HR 137 117,333
2016-07-29 2016-06-30 13F-HR 153 129,266
2016-05-04 2016-03-31 13F-HR 143 120,193
2016-02-17 2015-12-31 13F-HR 667 133,979