Skip to content
Disclosery

9258 Wealth Management, LLC: CINF position timeline

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

9258 Wealth Management, LLC held 82,498 CINF 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 82,498 shares
    Change vs previous 13F -202 shares

    1.66% of the 13F portfolio, value $11,229,628.

    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 82,700 shares
    Change vs previous 13F +623 shares

    1.5% of the 13F portfolio, value $9,766,870.

    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 82,077 shares
    Change vs previous 13F -250 shares

    1.59% of the 13F portfolio, value $10,191,501.

    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 82,327 shares
    Change vs previous 13F -100 shares

    1.5% of the 13F portfolio, value $8,517,551.

    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 82,427 shares
    Change vs previous 13F +157 shares

    1.64% of the 13F portfolio, value $8,431,458.

    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 82,270 shares
    Change vs previous 13F +871 shares

    1.51% of the 13F portfolio, value $8,006,516.

    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 81,399 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $9,123,200.

    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 81,399 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $8,334,444.

    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).