Skip to content
Disclosery

9258 Wealth Management, LLC: CSQ position timeline

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

9258 Wealth Management, LLC held 42,974 CSQ 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 42,974 shares
    Change vs previous 13F +187 shares

    0.11% of the 13F portfolio, value $745,593.

    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 42,787 shares
    Change vs previous 13F -117 shares

    0.11% of the 13F portfolio, value $720,535.

    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 42,904 shares
    Change vs previous 13F +1,049 shares

    0.11% of the 13F portfolio, value $702,333.

    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 41,855 shares
    Change vs previous 13F -1,419 shares

    0.11% of the 13F portfolio, value $622,387.

    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 43,274 shares
    Change vs previous 13F +147 shares

    0.12% of the 13F portfolio, value $608,862.

    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 43,127 shares
    Change vs previous 13F -2,714 shares

    0.12% of the 13F portfolio, value $636,126.

    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 45,841 shares
    Change vs previous 13F -3,051 shares

    0.13% of the 13F portfolio, value $641,775.

    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 48,892 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $656,124.

    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).