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9258 Wealth Management, LLC: GOOGL position timeline

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

9258 Wealth Management, LLC held 21,343 GOOGL 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 21,343 shares
    Change vs previous 13F -573 shares

    0.52% of the 13F portfolio, value $3,539,745.

    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 21,916 shares
    Change vs previous 13F +601 shares

    0.61% of the 13F portfolio, value $3,991,983.

    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 21,315 shares
    Change vs previous 13F +1,248 shares

    0.5% of the 13F portfolio, value $3,217,073.

    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 20,067 shares
    Change vs previous 13F +493 shares

    0.49% of the 13F portfolio, value $2,803,159.

    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 19,574 shares
    Change vs previous 13F -20 shares

    0.5% of the 13F portfolio, value $2,561,454.

    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 19,594 shares
    Change vs previous 13F +698 shares

    0.44% of the 13F portfolio, value $2,345,402.

    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 18,896 shares
    Change vs previous 13F -573 shares

    0.4% of the 13F portfolio, value $1,960,082.

    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 19,469 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,717,750.

    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).