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Disclosery

9258 Wealth Management, LLC: AVK position timeline

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

9258 Wealth Management, LLC held 59,340 AVK 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 59,340 shares
    Change vs previous 13F -304 shares

    0.1% of the 13F portfolio, value $696,657.

    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 59,644 shares
    Change vs previous 13F +221 shares

    0.11% of the 13F portfolio, value $710,958.

    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 59,423 shares
    Change vs previous 13F +908 shares

    0.11% of the 13F portfolio, value $709,508.

    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 58,515 shares
    Change vs previous 13F -3,824 shares

    0.12% of the 13F portfolio, value $665,906.

    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 62,339 shares
    Change vs previous 13F -1,005 shares

    0.13% of the 13F portfolio, value $653,937.

    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 63,344 shares
    Change vs previous 13F -1,952 shares

    0.14% of the 13F portfolio, value $742,393.

    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 65,296 shares
    Change vs previous 13F -7,842 shares

    0.15% of the 13F portfolio, value $754,826.

    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 73,138 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $797,207.

    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).