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Disclosery

9258 Wealth Management, LLC: HAL position timeline

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

9258 Wealth Management, LLC held 31,356 HAL 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 31,356 shares
    Change vs previous 13F -4,153 shares

    0.13% of the 13F portfolio, value $910,890.

    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 35,509 shares
    Change vs previous 13F +2,760 shares

    0.18% of the 13F portfolio, value $1,199,481.

    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 32,749 shares
    Change vs previous 13F +1,870 shares

    0.2% of the 13F portfolio, value $1,290,976.

    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 30,879 shares
    Change vs previous 13F +3,803 shares

    0.2% of the 13F portfolio, value $1,116,278.

    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 27,076 shares
    Change vs previous 13F +2,900 shares

    0.21% of the 13F portfolio, value $1,096,573.

    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 24,176 shares
    Change vs previous 13F +1,222 shares

    0.15% of the 13F portfolio, value $797,554.

    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 22,954 shares
    Change vs previous 13F -379 shares

    0.15% of the 13F portfolio, value $726,273.

    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 23,333 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $918,148.

    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).