KB FINANCIAL PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Princeton, NJ
CIK
0001864910
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 581 349,613 GSLC, IVV, MBB, DGRW 13F-HR 11/15/2023 000186491023000004
Q2 2023 599 363,935 GSLC, MBB, IVV, DGRW 13F-HR 8/14/2023 000186491023000003
Q1 2023 589 340,254 GSLC, MBB, IVV, DGRW 13F-HR 5/16/2023 000186491023000002
Q4 2022 587 292,844 GSLC, IVV, DGRW, GSIE 13F-HR 2/21/2023 000186491023000001
Q3 2022 585 279,692 GSLC, DGRW, IVV, GSIE 13F-HR 11/14/2022 000186491022000004
Q2 2022 582 289,322 GSLC, DGRW, IVV, GSIE 13F-HR 8/11/2022 000186491022000003
Q1 2022 603 362,185 GSLC, MBB, DGRW, IVV 13F-HR 5/16/2022 000186491022000002
Q4 2021 677 348,414 GSLC, MBB, IVV, DGRW 13F-HR 2/17/2022 000186491022000001
Q3 2021 161 273,190 GSLC, IVV, JPST, DGRW 13F-HR 11/15/2021 000186491021000003
Q2 2021 611 264,569 GSLC, IVV, JPST, MBB 13F-HR 8/16/2021 000186491021000002
Q1 2021 622 235,107 GSLC, IVV, MBB, JPST 13F-HR 6/8/2021 000186491021000001