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9258 Wealth Management, LLC: ECF position timeline

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

9258 Wealth Management, LLC held 42,718 ECF 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 42,718 shares
    Change vs previous 13F -1,269 shares

    0.06% of the 13F portfolio, value $384,037.

    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 43,987 shares
    Change vs previous 13F -2,978 shares

    0.06% of the 13F portfolio, value $362,454.

    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 46,965 shares
    Change vs previous 13F -328 shares

    0.06% of the 13F portfolio, value $381,356.

    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 47,293 shares
    Change vs previous 13F -7,558 shares

    0.07% of the 13F portfolio, value $382,128.

    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 54,851 shares
    Change vs previous 13F -3,217 shares

    0.09% of the 13F portfolio, value $441,552.

    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 58,068 shares
    Change vs previous 13F -3,648 shares

    0.09% of the 13F portfolio, value $499,384.

    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 61,716 shares
    Change vs previous 13F -122 shares

    0.1% of the 13F portfolio, value $500,513.

    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 61,838 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $493,469.

    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).