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Disclosery

9258 Wealth Management, LLC: CHW position timeline

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

9258 Wealth Management, LLC held 29,597 CHW 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 29,597 shares
    Change vs previous 13F -1,110 shares

    0.03% of the 13F portfolio, value $212,212.

    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 30,707 shares
    Change vs previous 13F -917 shares

    0.03% of the 13F portfolio, value $210,647.

    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 31,624 shares
    Change vs previous 13F +31,624 shares

    0.03% of the 13F portfolio, value $205,873.

    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 0 shares
    Change vs previous 13F -37,920 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-09-30
    13F 37,920 shares
    Change vs previous 13F -1,548 shares

    0.04% of the 13F portfolio, value $210,079.

    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 39,468 shares
    Change vs previous 13F -2,004 shares

    0.04% of the 13F portfolio, value $237,598.

    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 41,472 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $248,005.

    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 41,390 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $230,955.

    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).