KEMPER Corp Historic Quarter Change: USA ETF, Added

KEMPER Corp historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 16 quarters from 2013-06-30 to 2024-09-30, KEMPER Corp opened 10 positions, added to 6, reduced 9 and sold out of 4.

Q3 2016: Stock ITOT; Country of operation —; Class CORE S&P TTL STK; Shares before 52,301.
Q2 2016: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 134,169.
Q2 2016: Stock SPY; Country of operation —; Class TR UNIT; Shares before 31,530.
Q2 2015: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 662,891.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 860748), 16 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	ITOT ISHARES TR	CORE S&P TTL STK	52,301	104,602	+52,301	$4,982,000	$5,181,000	+$199,000	2016-11-14
Q2 2016	SCHB SCHWAB STRATEGIC TR	US BRD MKT ETF	134,169	238,251	+104,082	$6,612,000	$11,984,000	+$5,372,000	2016-08-12
Q2 2016	SPY SPDR S&P 500 ETF TR	TR UNIT	31,530	56,523	+24,993	$6,480,000	$11,840,000	+$5,360,000	2016-08-12
Q2 2015	VTI VANGUARD INDEX FDS	TOTAL STK MKT	662,891	829,722	+166,831	$71,095,000	$88,797,000	+$17,702,000	2015-08-07
Q2 2015	IVV ISHARES TR	CORE S&P500 ETF	258,000	343,760	+85,760	$53,620,000	$71,234,000	+$17,614,000	2015-08-07
Q1 2014	IVV ISHARES	CORE S&P500 ETF	146,000	258,000	+112,000	$27,105,000	$48,540,000	+$21,435,000	2014-05-12

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