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9258 Wealth Management, LLC: DGRO position timeline

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

9258 Wealth Management, LLC held 295,216 DGRO 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 295,216 shares
    Change vs previous 13F -3,011 shares

    2.74% of the 13F portfolio, value $18,507,062.

    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 298,227 shares
    Change vs previous 13F -19,069 shares

    2.64% of the 13F portfolio, value $17,180,841.

    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 317,296 shares
    Change vs previous 13F +4,641 shares

    2.87% of the 13F portfolio, value $18,422,197.

    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 312,655 shares
    Change vs previous 13F +16,010 shares

    2.96% of the 13F portfolio, value $16,827,087.

    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 296,645 shares
    Change vs previous 13F +19,173 shares

    2.86% of the 13F portfolio, value $14,692,803.

    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 277,472 shares
    Change vs previous 13F +81,181 shares

    2.69% of the 13F portfolio, value $14,298,107.

    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 196,291 shares
    Change vs previous 13F -903 shares

    1.98% of the 13F portfolio, value $9,812,564.

    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 197,194 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $9,859,690.

    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).