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Disclosery

9258 Wealth Management, LLC: DGRW position timeline

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

9258 Wealth Management, LLC held 44,433 DGRW 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 44,433 shares
    Change vs previous 13F -1,611 shares

    0.55% of the 13F portfolio, value $3,697,303.

    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 46,044 shares
    Change vs previous 13F -1,993 shares

    0.55% of the 13F portfolio, value $3,593,714.

    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 48,037 shares
    Change vs previous 13F -766 shares

    0.57% of the 13F portfolio, value $3,659,942.

    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 48,803 shares
    Change vs previous 13F -17,644 shares

    0.6% of the 13F portfolio, value $3,429,907.

    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 66,447 shares
    Change vs previous 13F -40,183 shares

    0.82% of the 13F portfolio, value $4,218,697.

    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 106,630 shares
    Change vs previous 13F -118,758 shares

    1.34% of the 13F portfolio, value $7,107,969.

    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 225,388 shares
    Change vs previous 13F +7,846 shares

    2.84% of the 13F portfolio, value $14,050,664.

    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 217,542 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $13,130,817.

    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).