Skip to content
Disclosery

9258 Wealth Management, LLC: DE position timeline

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

9258 Wealth Management, LLC held 2,153 DE 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 2,153 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $898,511.

    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 2,117 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $790,975.

    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 2,053 shares
    Change vs previous 13F +78 shares

    0.13% of the 13F portfolio, value $843,249.

    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 1,975 shares
    Change vs previous 13F +176 shares

    0.14% of the 13F portfolio, value $789,743.

    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 1,799 shares
    Change vs previous 13F +50 shares

    0.13% of the 13F portfolio, value $678,907.

    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 1,749 shares
    Change vs previous 13F -109 shares

    0.13% of the 13F portfolio, value $708,677.

    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 1,858 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $767,131.

    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 1,898 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $813,786.

    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).