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Disclosery

9258 Wealth Management, LLC: AMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on AMD, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 12,102 AMD shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,102 shares
    Change vs previous 13F +615 shares

    0.29% of the 13F portfolio, value $1,985,696.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 11,487 shares
    Change vs previous 13F +494 shares

    0.29% of the 13F portfolio, value $1,863,306.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 10,993 shares
    Change vs previous 13F -1,129 shares

    0.31% of the 13F portfolio, value $1,984,127.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 12,122 shares
    Change vs previous 13F +5,009 shares

    0.31% of the 13F portfolio, value $1,786,904.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 7,113 shares
    Change vs previous 13F -87 shares

    0.14% of the 13F portfolio, value $731,359.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 7,200 shares
    Change vs previous 13F -762 shares

    0.15% of the 13F portfolio, value $820,152.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 7,962 shares
    Change vs previous 13F -826 shares

    0.16% of the 13F portfolio, value $780,356.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 8,788 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $569,199.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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