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Disclosery

9258 Wealth Management, LLC: GS position timeline

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

9258 Wealth Management, LLC held 4,557 GS 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 4,557 shares
    Change vs previous 13F +388 shares

    0.33% of the 13F portfolio, value $2,256,364.

    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 4,169 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $1,885,862.

    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 4,162 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,738,570.

    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 4,162 shares
    Change vs previous 13F -20 shares

    0.28% of the 13F portfolio, value $1,605,643.

    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 4,182 shares
    Change vs previous 13F -38 shares

    0.26% of the 13F portfolio, value $1,353,131.

    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 4,220 shares
    Change vs previous 13F -93 shares

    0.26% of the 13F portfolio, value $1,361,172.

    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 4,313 shares
    Change vs previous 13F -98 shares

    0.28% of the 13F portfolio, value $1,410,706.

    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 4,411 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,514,713.

    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).