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Disclosery

9258 Wealth Management, LLC: CB position timeline

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

9258 Wealth Management, LLC held 1,493 CB 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 1,493 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $430,566.

    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 1,493 shares
    Change vs previous 13F -81 shares

    0.06% of the 13F portfolio, value $380,834.

    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 1,574 shares
    Change vs previous 13F -56 shares

    0.06% of the 13F portfolio, value $407,871.

    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 1,630 shares
    Change vs previous 13F -295 shares

    0.06% of the 13F portfolio, value $368,380.

    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 1,925 shares
    Change vs previous 13F -319 shares

    0.08% of the 13F portfolio, value $400,747.

    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 2,244 shares
    Change vs previous 13F +47 shares

    0.08% of the 13F portfolio, value $432,105.

    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 2,197 shares
    Change vs previous 13F +306 shares

    0.09% of the 13F portfolio, value $426,613.

    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 1,891 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $417,155.

    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).