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1858 WEALTH MANAGEMENT, LLC: GRID position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on GRID, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 18,054 GRID shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,054 shares
    Change vs previous 13F +3,500 shares

    1.92% of the 13F portfolio, value $2,727,598.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 14,554 shares
    Change vs previous 13F +1,922 shares

    1.49% of the 13F portfolio, value $2,023,297.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 12,632 shares
    Change vs previous 13F +222 shares

    1.21% of the 13F portfolio, value $1,429,058.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 12,410 shares
    Change vs previous 13F +4,466 shares

    1.17% of the 13F portfolio, value $1,481,009.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 7,944 shares
    Change vs previous 13F -17 shares

    0.83% of the 13F portfolio, value $1,010,810.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 7,961 shares
    Change vs previous 13F -5 shares

    0.76% of the 13F portfolio, value $920,132.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 7,966 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $834,120.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 7,966 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $834,120.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).