Skip to content
Disclosery

9258 Wealth Management, LLC: EES position timeline

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

9258 Wealth Management, LLC held 79,965 EES 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 79,965 shares
    Change vs previous 13F -6,382 shares

    0.62% of the 13F portfolio, value $4,218,154.

    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 86,347 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $4,069,534.

    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 86,347 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $4,327,712.

    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 86,347 shares
    Change vs previous 13F -300 shares

    0.76% of the 13F portfolio, value $4,301,808.

    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 86,647 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $3,749,216.

    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 86,647 shares
    Change vs previous 13F -4,393 shares

    0.73% of the 13F portfolio, value $3,882,652.

    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 91,040 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $3,934,749.

    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 91,040 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,877,394.

    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).