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Disclosery

9258 Wealth Management, LLC: FTA position timeline

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

9258 Wealth Management, LLC held 12,168 FTA 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 12,168 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $962,854.

    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 12,168 shares
    Change vs previous 13F +1,955 shares

    0.14% of the 13F portfolio, value $895,565.

    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 10,213 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $780,069.

    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).