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Disclosery

9258 Wealth Management, LLC: GRX position timeline

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

9258 Wealth Management, LLC held 48,212 GRX 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 48,212 shares
    Change vs previous 13F +148 shares

    0.08% of the 13F portfolio, value $527,925.

    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 48,064 shares
    Change vs previous 13F -9,445 shares

    0.07% of the 13F portfolio, value $460,454.

    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 57,509 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $588,895.

    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 57,412 shares
    Change vs previous 13F -1,120 shares

    0.09% of the 13F portfolio, value $535,655.

    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 58,532 shares
    Change vs previous 13F -1,375 shares

    0.1% of the 13F portfolio, value $502,205.

    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 59,907 shares
    Change vs previous 13F -141 shares

    0.11% of the 13F portfolio, value $596,675.

    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 60,048 shares
    Change vs previous 13F +156 shares

    0.12% of the 13F portfolio, value $605,882.

    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 59,892 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $615,692.

    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).