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Disclosery

9258 Wealth Management, LLC: F position timeline

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

9258 Wealth Management, LLC held 74,072 F 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 74,072 shares
    Change vs previous 13F +2,718 shares

    0.12% of the 13F portfolio, value $782,200.

    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 71,354 shares
    Change vs previous 13F -264 shares

    0.14% of the 13F portfolio, value $894,785.

    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 71,618 shares
    Change vs previous 13F +3,580 shares

    0.15% of the 13F portfolio, value $951,089.

    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 68,038 shares
    Change vs previous 13F +623 shares

    0.15% of the 13F portfolio, value $829,388.

    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 67,415 shares
    Change vs previous 13F -19 shares

    0.16% of the 13F portfolio, value $837,290.

    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 67,434 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $1,020,272.

    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 67,389 shares
    Change vs previous 13F +326 shares

    0.17% of the 13F portfolio, value $849,101.

    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 67,063 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $779,941.

    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).