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Disclosery

9258 Wealth Management, LLC: BDJ position timeline

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

9258 Wealth Management, LLC held 107,525 BDJ 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 107,525 shares
    Change vs previous 13F -6,851 shares

    0.14% of the 13F portfolio, value $930,089.

    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 114,376 shares
    Change vs previous 13F -4,377 shares

    0.14% of the 13F portfolio, value $934,454.

    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 118,753 shares
    Change vs previous 13F +72 shares

    0.15% of the 13F portfolio, value $979,716.

    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 118,681 shares
    Change vs previous 13F -2,975 shares

    0.16% of the 13F portfolio, value $912,661.

    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 121,656 shares
    Change vs previous 13F -1,455 shares

    0.18% of the 13F portfolio, value $925,801.

    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 123,111 shares
    Change vs previous 13F -4,736 shares

    0.19% of the 13F portfolio, value $1,026,742.

    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 127,847 shares
    Change vs previous 13F -1,541 shares

    0.22% of the 13F portfolio, value $1,098,209.

    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 129,388 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,165,783.

    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).