9258 Wealth Management, LLC: EOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on EOG, newest first. How the timeline and the estimate are built.
9258 Wealth Management, LLC held 2,352 EOG shares at 2024-09-30 per its 13F-HR filed 2024-11-12.
the latest 13F is the newest step
- period ended2024-09-3013F 2,352 sharesChange vs previous 13F +561 shares
0.04% of the 13F portfolio, value $289,131.
13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,791 sharesChange vs previous 13F +165 shares
0.03% of the 13F portfolio, value $225,433.
13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,626 sharesChange vs previous 13F +1,626 shares
0.03% of the 13F portfolio, value $207,868.
13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 0 sharesChange vs previous 13F -1,626 shares
13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-09-3013F 1,626 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $206,112.
13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).