Skip to content
Disclosery

9258 Wealth Management, LLC: BHK position timeline

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

9258 Wealth Management, LLC held 28,383 BHK 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 28,383 shares
    Change vs previous 13F -522 shares

    0.05% of the 13F portfolio, value $341,726.

    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 28,905 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $307,834.

    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 28,905 shares
    Change vs previous 13F -550 shares

    0.05% of the 13F portfolio, value $312,169.

    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 29,455 shares
    Change vs previous 13F +891 shares

    0.06% of the 13F portfolio, value $321,349.

    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 28,564 shares
    Change vs previous 13F +268 shares

    0.06% of the 13F portfolio, value $283,922.

    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 28,296 shares
    Change vs previous 13F -135 shares

    0.06% of the 13F portfolio, value $301,065.

    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 28,431 shares
    Change vs previous 13F -985 shares

    0.06% of the 13F portfolio, value $308,187.

    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 29,416 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $305,334.

    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).